Brandon Potter, Financial Advisor

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Brandon Potter, Financial Advisor Financial advisor focused on helping individuals, families and entrepreneurs build success and plan for the unknown I am not licensed in all jurisdictions.

I am privileged to work with individuals, families, and businesses in a career I am passionate about, in part due to a very personal experience. When cancer unfortunately took my uncle from his family far too early, it left them with huge medical bills and no life insurance to help. As a result, my aunt and her two kids had to make some tough lifestyle changes. Thankfully, our family was there to help and support, but I know not everyone has a strong family to lean on in times of crisis. My goal is to make sure everyone is prepared for the bad cards life can deal them. With the proper planning, I feel confident that anyone can manage those bad cards and move forward to a better future. I'm a proud Burleson native and sports fanatic who played volleyball at Texas A&M University. After graduating with a degree in economics, I opted to move back home and was fortunate to buy a home just down the street from my parents. I love spending time with my wife and kids, along with our dogs, as well as enjoying golf and following my beloved Green Bay Packers. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither May Financial Strategies LLC, nor New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. May Financial Strategies LLC is not owned or operated by New York Life Insurance Company or its affiliates. CA ins lic #4108669. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

777 Main Street, Suite 3800, Fort Worth, TX 76102
(817) 704-9852

Beat the mid-week slump with a treat: it's National Dessert Day!
10/14/2026

Beat the mid-week slump with a treat: it's National Dessert Day!

Our team was honored to once again attend the Eagle Strategies' Elite Advisor Symposium this year! Open to top financial...
10/12/2026

Our team was honored to once again attend the Eagle Strategies' Elite Advisor Symposium this year! Open to top financial advisors, this event allows us to further our education and network on behalf of clients. Ready to put our knowledge to work in your life? Send me a note: [email protected]

10/10/2026

Life can be unpredictable. Having an emergency fund when the unexpected occurs, makes the unpredictable…predictable

On this National Hero Day, be sure to thank a first responder or other hero in your life. For all of you who serve other...
10/08/2026

On this National Hero Day, be sure to thank a first responder or other hero in your life. For all of you who serve others every day, our team appreciates you!

Our May Financial Strategies team has many close loved ones who are teachers, so on this World Teachers Day I'd like to ...
10/05/2026

Our May Financial Strategies team has many close loved ones who are teachers, so on this World Teachers Day I'd like to say a huge THANK YOU to all the educators out there!

Happy National Golf Lovers Day! If you're a golfer, hope you have time to get out on the course soon.
10/04/2026

Happy National Golf Lovers Day! If you're a golfer, hope you have time to get out on the course soon.

October is here and that means it's National Pumpkin Spice Day! Are you in or out on this most popular fall flavor?
10/01/2026

October is here and that means it's National Pumpkin Spice Day! Are you in or out on this most popular fall flavor?

Let yourself have that extra cup today, it's National Coffee Day!
09/29/2026

Let yourself have that extra cup today, it's National Coffee Day!

Periods of market volatility can create uncertainty, particularly for those relying on retirement income. Having a strat...
09/28/2026

Periods of market volatility can create uncertainty, particularly for those relying on retirement income. Having a strategy to support essential income needs may help provide greater flexibility when markets become unpredictable.

If you have concerns about market shifts, let’s schedule time to review how your current approach is positioned for changing market conditions.

National Tune-Up Day is about getting your house ready for winter, but why not add a financial tune-up while you're at i...
09/25/2026

National Tune-Up Day is about getting your house ready for winter, but why not add a financial tune-up while you're at it? Let's talk about improvements we can make to your plan for the future: [email protected]

Address

Fort Worth, TX
76102

Telephone

(817)7049852

Website

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