Brandon Blair

Brandon Blair

Senior Financial Advisor

Phone: 503-798-4332
Fax: 503-798-4333
E-mail:
 
Business Experience
  • 2014 - Present: Summit Wealth Management
    Second Vice President
    Financial Advisor
    Salem, OR
  • 1995 - 2014: Morgan Stanley
    Second Vice President
    Financial Advisor
    Salem, OR
Services
  • Asset Management
  • Philanthropic Services
  • Trust Services
  • Estate Planning
  • Wealth Management
  • Family Consulting
  • Corporate 529 Plans
  • Endowments and Foundations
  • Taft-Hartley Plans
 
Associations
  • Children's Nursing Specialties 
    Director
  • Salem Sunrise Rotary 
    Past President
  • Iowa Alumni Club, Oregon Chapter 
    Area Representative
  • Salem Heights Church 
    Member
  • Boys & Girls Club of Marion & Polk Counties 
    Supporter
  • National Brain Tumor Foundation 
    Supporter
 
Honors and Recognition
  • Blue Chip Council - Smith Barney
  • Inductee - Fremont Ross High School Athletic Hall of Fame
  • All - American 
    University of Iowa Swimming and Diving
  • U.S. National Team Member - Diving, 1990
 
Education and Registrations
  • Bachelor of Arts Economics, 1995 
    University of Iowa 
    Iowa City, IA
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent

Brandon J. Blair is registered in the following state(s): AK, AZ, CA, FL, GA, IA, ID, IL, MA, MI, NH, NY, OH, OR, TX, VA, WA