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Meet Brandy

Brandy Randall

CHIEF OPERATING OFFICER
CLIENT SERVICES MANAGER

With more than 25 years of experience in the financial services industry, Brandy Randall brings a unique combination of operational leadership, client advocacy, and relationship management to her role as Chief Operating Officer and Client Services Manager. 

Brandy believes that clients should always come first. Whether she is working directly with a client, supporting her team, or improving internal processes, she is passionate about finding solutions, removing obstacles, and making the entire client experience better. She also believes strong teams create strong client relationships and takes pride in fostering a collaborative, engaged workplace.

Her commitment to helping others extends well beyond the workplace. Brandy spent years volunteering in her community, including teaching budgeting and financial education courses. She believes financial knowledge should be accessible and understandable, and she enjoys helping people feel more confident when making financial decisions.

Brandy was born in West Virginia, and after several years in Arizona, made North Carolina home in 2009. Outside of work, she enjoys cheering on the Carolina Hurricanes with her family, hiking and exploring North Carolina's endless trails and beaches, and attending live concerts with her husband. She also loves a good game night with friends, especially when there is plenty of laughter involved.

“Be the reason someone smiles. Be the reason someone feels loved and believes in the goodness in people.”

– Roy T. Bennett