Financial Advisors
Portland, OR
Brandon Wooters is a CFP® and ChFC® certified financial advisor at Edward Jones in Portland, specializing in comprehensive financial planning including estate and legacy strategies, special needs financial considerations, intergenerational planning, charitable giving, and LGBTQ+ finances. He works with clients across a range of investment levels to develop personalized financial strategies and is currently accepting new clients.
Ideal for: Clients planning estates and legacy transfers, LGBTQ+ individuals seeking specialized financial planning, families with special needs considerations, high-net-worth individuals, professionals seeking comprehensive wealth management
Service area: Portland, OR and surrounding areas
CFP® and ChFC® Certified: Brandon holds both Certified Financial Planner and Chartered Financial Consultant designations, demonstrating advanced credentials in financial planning and consulting.
Specialized Focus Areas: Offers tailored planning for estate and legacy strategies, special needs considerations, LGBTQ+ finances, and intergenerational wealth planning—not just generic investment advice.
Comprehensive Strategy Approach: Works with clients to develop personalized financial strategies starting from initial consultation through account opening and major life events.
Address: 825 NE Multnomah St #950, Portland, OR 97232
Phone: (503) 236-9900
Website: edwardjones.com
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