About Brandon
Brandon Biles is a Senior Wealth Manager with HoganTaylor Wealth, the wealth management subsidiary of HoganTaylor LLP. He works in tandem with the wealth management team to develop & implement comprehensive financial plans that address the unique goals and circumstances of each client. He has experience planning in the areas of retirement, cash flow, income tax, insurance, and investments. Brandon is an Investment Adviser Representative of HoganTaylor Wealth and is a CERTIFIED FINANCIAL PLANNER™. He earned a Bachelor of Science degree in Finance from Oklahoma State University.
Areas of focus
Credentials & background
Designations
Licenses
Education
Oklahoma State University
Registered in
Oklahoma, Texas
Regulatory
The firm
When you’re focused on growing and retaining wealth, there are complex issues on your mind— investments, taxes, estate planning, insurance protection, family finances, and more. At HoganTaylor Wealth, we offer integrated services to simplify the needs of individuals, families, and business owners. HoganTaylor Wealth takes pride in serving clients as an independent fiduciary through holistic financial planning.
2222 S Utica Pl Ste 200, Tulsa, OK 74114-7013$592.8M assets under management