Brandy Mohan, CRC®
Financial Advisor, Registered Representative, Osaic Institutions, Inc.
Responsibilities
Brandy works closely with clients to provide tailored strategies and manage investments to achieve their goals. As a Certified Retirement Counselor® (CRC®), Brandy has a special expertise in retirement planning.
Experience
Brandy joined NHTrust in 2018 after rising to Senior Licensed Relationship Banker at Citizens Bank. She had previously spent three years as Registered Financial Services Office Administrator for Zelek & Associates, a financial services corporation in NH’s Lakes Region.
Education
- Southern New Hampshire University, BS in Business Administration, Management and Operations
Credentials
- Certified Retirement Counselor® (CRC®)
- FINRA Series 7 General Securities Representative Registration
- FINRA Series 24 General Securities Principal Registration
- FINRA Series 66 General Securities Uniform Combined State Law Examination
- New Hampshire Life, Accident and Health License
community involvement
- Participant in Rock ’N Race Fundraiser, Concord Hospital
- Volunteer, Make-A-Wish Foundation
Philosophy
“My approach is deeply personal—I take time to understand each client’s life, values, and long-term goals so every recommendation supports the retirement they truly want to live.”
Personal
“I enjoy time spent with my family, traveling and camping.”
BrokerCheck
Disclosure
NHTrust is a trade name of the New Hampshire Trust Company. Brokerage services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Investment and insurance products are subject to investment risk, including the possible loss of value. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. Osaic Institutions and NHTrust are not affiliated.