Brandy Cumberledge
Vice President, Client Relations
HUB Retirement and Wealth Management
Background
In her role, Brandy wants each client to feel confident around what matters most in their life – their family, dreams and goals – and that where their financial affairs are involved, they can trust that the team is stewarding not only their money, but all of those important people and goals as well. She wants clients to live life to the fullest, knowing that the team is focused on their financial goals.
Prior to her current role at HUB Retirement and Wealth Management, Brandy worked with colleague Brandon Chase at Edward Jones before the launch of Beacon Hill Wealth Services of Raymond James. In recognition of her years of service and experience, Brandy was named a senior branch office administrator at Edward Jones. She has been a member of Brandon’s team— now both at HUB, for over 22 years.
A Fort Worth native, Brandy is the proud mother of two sons, Tyler and Carter, both veterans of the United States military. Tyler of the U.S. Army and Carter of the U.S. Air Force. Both are happily married. In her leisure time, Brandy is passionate about travel and the outdoors.
Areas of Focus
- Wealth Management
- Financial Planning
- Investment Advisory
- Tax and Estate Planning Strategies