Brandon Bergert is an Associate Advisor at Olive Tree Wealth, where he is dedicated to helping clients feel understood, heard, and confident in pursuing their financial goals. He believes in building lasting relationships with his clients and taking the time to truly understand their financial needs before guiding them through the planning process.
Brandon holds his Series 6, Series 63, and Series 65 licenses with LPL Financial. Prior to joining Olive Tree Wealth, he spent time as a Private Client Banker at Key Bank, where he worked closely with clients to support their financial goals through retirement planning and comprehensive financial planning.
He graduated Cum Laude from Seton Hill University in Greensburg, Pennsylvania, with a Bachelor of Science in Accounting. While there, he was a three-year starting pitcher for the university’s NCAA DII baseball team and was named to the CSC Academic All-American Team.
Originally from Canton, Ohio, and now calls Chelsea, Massachusetts home. When he’s not working with clients, you can find him on the golf course, planning his next trip, or watching football.