Brandon Ortez

Brandon Ortez

Financial Representative

Brandon Ortez joined the team in October 2019.  Previously, Brandon was a Financial Representative with Concord Wealth Management, where he focused on cultivating relationships with clients across the country. Prior to that, Brandon was a Project Analyst at Granite Telecommunications, a leading communications service provider. He also has years of experience in the Food Service Industry, being a Bartender and working at places such as, Showcase Superlux and The Capital Grille.

Brandon graduated from Salem State University, where he majored in Business Administration and concentrated in Finance with a minor in Economics. In his spare time, Brandon enjoys traveling, staying active in the gym and is open to any challengers on the basketball court.

Brandon Ortez is insurance licensed in the following states: Massachusetts, Rhode Island, Florida, Wisconsin and District of Columbia.