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Meet Brandy

V. Conley Perry<br/>CFP<sup>&#174;</sup>, ChFC<sup>&#174;</sup>, APMA<sup>&#174;</sup><br/>

Brandy Randall

CHIEF OPERATING OFFICER
BUSINESS DEVELOPMENT DIRECTOR
CLIENT SERVICES MANAGER

With over 25 years of experience in the financial services industry, I serve as the Chief Operating Officer, Client Services Manager, and Business Development Director. My expertise lies in client engagement, team management, and ensuring customer satisfaction while fostering workplace engagement. 

I believe that a client-centric model is essential for success. A company that works together achieves great results, and championing for clients is at the core of what I do. I enjoy working with teams and individuals to solve problems, overcome obstacles, and enhance the overall client experience.

Originally from West Virginia, I've also lived in Arizona and now call North Carolina home. When I'm not working, you'll find me hiking, exploring new places, or enjoying game nights with friends-always with my four dogs by my side.

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

– Roy T. Bennett