Brandon Smith MBA, CLU®, ChFC®

Brandon Smith is a dedicated financial consultant and planner based in Chesterfield, Virginia. Since graduating from The University of Mary Washington with a Master of Business Administration in 2015, he has dedicated his time to cultivating a wealth of knowledge and experience in the financial services industry. His diverse skillset and expertise enable him to offer comprehensive short-term and long-term financial and business planning catered to the needs of each client. 

Brandon decided to begin his career by relocating to the Richmond area where he became part of Jacobs Financial Group, which has since transformed into Milestone Financial Solutions. Since 2016, Brandon has consistently delivered exceptional value and expertise to both clients and our firm, as well as continued his education in the industry.

As an Eagle Scout, he deeply understands the significance of trust and dedication. Brandon is wholeheartedly committed to the success of the individuals and businesses that rely on Milestone for their financial security. When he's not immersed in financial matters, you’ll find Brandon exploring the great outdoors. He enjoys biking, camping, and hiking through Virginia’s beautiful State Parks. His wife, Rachael, and their dog, Luca, often accompany him on these adventures.

Credentials

LUTCF Designation (2017): Demonstrating commitment to lifelong learning and professional growth.

CLU Designation (2021): Recognizing expertise in insurance and estate planning.

ChFC Designation (2023): Highlighting comprehensive knowledge of financial planning.