
Financial Advisor
John Brand is a trusted Bitcoin and digital asset financial advisor serving clients in Elmira, NY. With expertise in cryptocurrency wealth management, Bitcoin portfolio allocation, and crypto tax planning, John helps high-net-worth individuals and families navigate the complexities of digital asset investing while integrating Bitcoin into comprehensive financial and retirement planning strategies.
John Brand is a dedicated Financial Advisor at The Brand Schweizer Group / Raymond James, bringing over two decades of experience in the financial industry to his clients. A graduate of Hamilton College with a degree in economics, John began his career in New York City, where he honed his expertise as an investment advisor at Credit Suisse First Boston Direct and later as an equity syndication analyst at Dealogic, Inc. His strong foundation in finance led him back to Elmira, where he spent nine years as a portfolio manager in the Investment Department at Chemung Canal Trust Company.
In January 2016, John co-founded The Brand Schweizer Group, where he applies his extensive knowledge and rigorous skillset to help clients navigate their financial journeys. He has achieved the prestigious Chartered Financial Analyst (CFA) designation and is a CERTIFIED FINANCIAL PLANNER™ professional, underscoring his commitment to excellence in financial advisory services. John also holds several securities licenses, including Series 7 and Series 63, as well as Life Insurance and Variable Annuity licenses. His commitment to professional development is further demonstrated by his graduation from the NYS Banker Trust Investment School and his active membership in the New York Society of Security Analysts (NYSSA).
Beyond his professional accomplishments, John is deeply engaged in his community. He currently serves as the Chairman of the Board at Arnot Realty Corporation and holds a position on the Board of Trustees at Elmira College, where he chairs the Investment Committee. His previous roles include serving as a Board Trustee at the Community Foundation of Elmira-Corning and the Finger Lakes, where he also chaired their Investment Committee. John’s commitment to leadership extends to his past directorships at the Clemens Center, Elmira City Club, and Elmira Country Club.
In his free time, John enjoys spending quality moments with his family, emphasizing the importance of work-life balance and community involvement.
Verified credentials and professional qualifications
Licensed and certified to provide financial advisory services
11+ Years Experience in financial advisory and wealth management
Acts as a fiduciary, legally obligated to put your interests first
Serving clients in Elmira, NY and surrounding areas
The Brand Schweizer Group / Raymond James
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Important Disclaimer: John Brand is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.