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Brandi L

CFP®, Series 66

Boca Raton, FL

Eversource Wealth Advisors, LLC

Brandi Lobato is a CFP® with 10 years of industry experience, currently serving as a financial advisor at EverSource Wealth Advisors, LLC. Her prior experience includes roles at Fortune 360 Group LLC, Securities America, Inc., Bank of America, and Merrill Lynch. Outside of financial advising, she is a business broker for VR Business Brokers and a licensed real estate agent in Florida. EverSource Wealth Advisors serves individual and institutional clients, including families, estates, trusts, and charitable foundations. The firm offers wealth management, financial planning, and investment advisory services through a national network of advisors using multiple investment programs and a values-based approach.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
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