Brandan Bree
Brandan is a Financial Planning Associate at Atlas Private Wealth Advisors. He found his passion for financial planning at a young age, growing up and observing his father working with his clients and providing financial advisory services. Brandan attended the University of South Carolina where he earned his B.S. in Finance and Economics. He grew beliefs that financial wellness is the key to creating a happy life to pursue your own dreams, and help others achieve their dreams along the way. He specializes in planning case design and analysis.
Brandan’s background helped groom him into a confident planner that found a passion for helping others achieve not just their financial goals, but their personal dreams and aspirations as well. This outlook on life gives him that excitement to wake up each day to help the Atlas clients achieve their dreams and goals. Brandan currently lives in Kennett Square, Pennsylvania. He loves golfing, cooking, and spending time with his family and loved ones.