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FINANCIAL PLANNING

 for


YOUNG PROFESSIONALS

Seeking to change financial legacies nation wide one Plan at a time

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ABOUT US

At Pro Wealth Management, a division of Branning Wealth Management, we seek to alleviate the financial stress of long term planning for young professionals and help you reach your goals both during your active professional career as well as into retirement.

Pro Wealth Advisor Kelly Jennings says it best:

"As a former professional athlete myself, I understand the questions you have and the decisions you have to make. I also realize that you have many options when it comes to choosing a financial advisor. Not everyone, however, will truly be able to understand your unique situation or your goals, and how they relate to your professional career and leaving a legacy. I have been there myself, and now I want to help you as you navigate this exciting time."

 

EXPERIENCE YOU CAN TRUST

With our financial knowledge and experience with young professionals and in the athletic realms, we offer you not only financial guidance and advice, but also the support and accountability you need to stay on track. We also make it our mission to educate you throughout the process and share key elements that will help ease the life-changing financial decisions you have to make. 

WE FOCUS ON YOUR GOALS SO THAT YOU CAN FOCUS ON YOUR PROFESSION.

We offer independent, objective, and client-specific wealth solutions with a focus on advising young professionals nation wide. Our goal is to give you a clear picture of the best/worst case scenarios and not just focus on the biggest return.

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Fiduciary

We only seek to act in the best interest of our clients. We will disclose any conflicts of interest should they arise.

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Transparent

We believe in being 100% transparent when it comes to fees. We fully disclose all fees upfront– transaction costs charged by the custodian, fees to the advisor, and fund level costs. There are no hidden fees.

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Independent

We make investment decisions based on your best interests and not based on our internal sales goals.  We look to find our clients the best investment for the lowest cost that fits within their plan.

 

KELLY JENNINGS, CFP®, CDAA™ Photo

KELLY JENNINGS, CFP®, CDAA™

Wealth Advisor


Kelly Jennings is a CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Digital Asset Advisor (CDAA™) at BWM, LLC. He is a graduate of the University of Miami’s School of Business where he earned a Bachelor of Business Administration in Finance.

While in college, Kelly interned with Bank of America in Miami, Florida. Post graduation, Kelly played professional football for six years in Seattle and Cincinnati. Kelly enjoyed playing professional football, but above all, he values the relationships he was able to make with fellow athletes.

Kelly’s passion for people led him to Jackson, MS, where he earned his Master’s in Marriage and Family Therapy from Reformed Theological Seminary. This background in both finance and counseling gives him a unique perspective and skill set in the financial planning industry. Kelly received an Executive Certificate in Financial Planning from the University of Miami. 

Kelly now lives in Chapel Hill, NC with his wife and six kids. He has an active role in homeschooling his children as well as nurturing their spiritual growth. Kelly enjoys reading, sports, and spending time with his family. 

Jason Branning, CFP®,RICP® Photo

Jason Branning, CFP®,RICP®

WEALTH ADVISOR

Jason is a CERTIFIED FINANCIAL PLANNER™ practitioner and Retirement Income Certified Professional® specializing in retirement planning at BWM, LLC. He served as a contributing author for the Financial Planning Association’s (FPA) general public website. Jason helped to found Modern Retirement Theory, the comprehensive retirement planning process that offers customized solutions for each individual retiree. Jason’s articles Modern Retirement Theory and Using a Hierarchy of Funds to Reach Client Goals (with M. Ray Grubbs, Ph.D.) have been published in The Journal of Financial Planning’s Retirement Income Special Report. As well, content from these works appear in the Retirement Management Analyst textbook and the Retirement Income Certified Professional® curriculum.

Jason’s quotes and retirement theory have been referenced in outlets including Forbes, MarketWatch, CNBC, Morningstar, NASDAQ.com, Bogleheads.com, and Advisor Perspectives. He has served on The Journal of Financial Planning’s Advisory Board (2010-2014) and has been a peer reviewer for the Retirement Management Journal. Branning has also served as an expert witness for FINRA arbitration. In 2014, Jason was appointed by the Governor and confirmed by the state Senate to serve on the College Savings Mississippi Board.

Branning is married with 4 children and is active in his local church. He is an honors graduate of Mississippi College with a B.A. in English and holds a certificate in Financial Planning from Florida State University. His hobbies are reading and running.

A. Johnson Rhett, CHFC® Photo

A. Johnson Rhett, CHFC®

FINANCIAL ADVISOR

Johnson is a Chartered Financial Consultant® and financial advisor at Branning Wealth Management, LLC. He is a Magna Cum Laude graduate of Mississippi State University where he received his Bachelor’s degree in Business Administration with a concentration in finance. He holds his Series 65 license through FINRA. 

Through prior experience with non-profit organizations, Johnson has developed a genuine interest in cultivating meaningful relationships with others. Primarily serving millennials and those starting out in their working careers, Johnson is poised to provide hands-on, practical advice for your financial life.

Johnson is an active member at First Presbyterian Church of Jackson, where he is involved with the music ministry, young adult ministry, and serves as an usher. He enjoys playing guitar and mandolin, sports, and fishing of any kind. He and his wife, Anna, currently reside in Jackson. 

Brent Burns, MPA Photo

Brent Burns, MPA

I bring more than a decade of financial and investment experience to my work in applying academic research to the development of practical and innovative portfolio strategies. My deep background in empirical finance helped form the basis for all of Asset Dedication’s modeling and analysis. I hold an MBA with honors from the University of San Francisco and a Bachelor from the University of California, Berkeley.

STEPHEN J. HUXLEY, PH.D Photo

STEPHEN J. HUXLEY, PH.D

I have more than 35 years of experience researching and applying decision theory to real world problems. My prize-winning research in scheduling led to the development of the Asset Dedication approach, which applies a time and goals-based approach to asset allocation. I am a tenured Professor of Decision Sciences at the University of San Francisco. I also won the National Franz Edelman Award for Outstanding Achievement in Management Science, the highest award given by the profession, for my work in scheduling. I first applied my scheduling research to the construction of investment strategies in the late 1990’s. This work ultimately led to the book Asset Dedication: How to Grow Wealthy with the Next Generation of Asset Allocation (McGraw-Hill, 2004), which I co-authored with Brent Burns. I hold a doctorate in economics from the University of California at San Diego and an undergraduate degree in business and statistics from The Ohio State University.

JEREMY FLETCHER, CFA Photo

JEREMY FLETCHER, CFA

I have been in fixed income management since 1991. Most recently I co-managed the $3.5 billion fixed income investment pool at the City and County of San Francisco, where I created and implemented the strategy to deliver safety, liquidity, and yield to the pool’s constituents while providing cash flows for daily operations. Previously, I was a portfolio manager responsible for over $2 billion in fixed income assets at American Century Investments, including directing the firm-wide strategy for inflation-linked products and managing the firm’s series of zero-coupon funds. I launched the firm’s flagship inflation-linked fund in February 1997 along with the debut of the U.S. inflation-linked market. In 2000, I managed one of the top-performing U.S. fixed income funds in the United States. I earned my BA in Economics/Mathematics from Claremont McKenna College and hold an MBA from the University of San Francisco. I became a CFA charterholder in 2000.

services

We help you organize the many financial parts of your life into a simplified plan. It all starts by having an understanding of your assets, liabilities, income, expenses, insurance and other key elements that may be part of your life and have an effect on your finances. We then focus on understanding what your goals are (such as early retirement, vacations, purchases of homes or cars, etc.). As a result, the comprehensive plan that we prepare will include all of the necessary information you will need to determine how your goals can be achieved and steps needed for implementation. As we know that no “one size fits all” and that there are many events that will change the course of your life as time goes on, we stay in constant communication and will continue to monitor and adjust your financial plan so that it will always meet your needs.

Many individuals tend to decide on their own where and when to invest, but having an extra hand to guide you can help. Let us take care of managing your investments while you enjoy your life passions on and off the field. 

We believe that for young professionals there is an opportunity to strategically and uniquely manage the taxation process to help maximize long-term asset growth. We take a look into how taxes affect planning strategies and investment returns. After all, we don’t focus simply on year-end considerations but rather proactively look at the entire year to analyze your situation. Comprehensive and timely tax planning is the key to proper and prudent tax management. 

As a young professional, you may find yourself with a relatively high income but not really prepared to manage this sort of cash flow. At the end of the day it does not matter what you make but what you are able to keep. We help you establish and monitor your budget to determine your financial foundation. In addition, we educate you so you understand how the framework we have created for you is one you can adapt to your life goals and continue to implement as time goes on.

 

Part of managing your finances in a prudent manner is understanding your comfort level with risk and making sure you understand how it relates to your investments. We start by conducting a comprehensive review of potential life events that could cause a high risk of financial loss and impact your overall financial well-being. Using this assessment, along with having a thorough understanding of your comfort level with risk, we provide recommendations on how to potentially avoid losses and take advantage of opportunities that may come your way. 

Many times estate plans are designed only to minimize taxes and not to continue your values and legacy to future generations. At Pro Wealth Management, we offer you guidance and recommendations based on your specific situation. We focus on understanding not just your goals, but the goals of your heirs, home, business and anyone else who might be involved in order to provide you with a holistic plan that will help carry on to generations to come.

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WE FOCUS ON YOUR FINANCIAL GOALS SO THAT YOU CAN FOCUS ON THE FIELD.

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Client Center

Educational Resources 

Our Books

Asset Dedication: How to Grow Wealthy with the Next Generation of Asset Allocation---Stephen J. Huxley & J. Brent Burns

 

Suggested Reading

Real Estate Investing

Rich Dad Poor Dad---Robert T. Kiyosaki 

 

Wise Financial Wisdom

The Riches Man in Babylon--- George S. Clason

Your Life Well Spent---Russ Crosson

The Millionaire Next Door--- Thomas J. Stanley & William D. Danko

The Total Money Money Makeover---Dave Ramsey

PROVIDING YOU WITH THE RESOURCES TO HELP MAKE YOUR PLAN UNDERSTANDABLE.

contact us

Hours

Monday – Thursday
8:30a-5:00p CT

Friday
8:30-4:30p CT

Address

400 Fontaine Place, Suite 101

Ridgeland, MS 39157

510 Meadowmont Village Cir.  #185

Chapel Hill, NC 27517

Email

kjennings@branwealth.com

Phone

601.500.7925

Toll Free Number

888.366.1184