Profile
“My strongest professional quality is my ability to build trust and long-term relationships, whether with clients, colleagues, or stakeholders”
Danny Ibrahim,
KeyRate Mortgage
As a senior wealth advisor and shareholder at HB Wealth, Brandon Downs works closely with high-net-worth families, corporate executives, and business owners to bring clarity, structure, and confidence to their financial lives.
His approach is grounded in thoughtful financial planning, disciplined investment management, and careful implementation, helping clients make informed decisions and navigate life’s complexities with greater peace of mind.
At HB Wealth, Downs and his team serve as long-term partners to their clients, providing comprehensive advice designed to align wealth with personal priorities and evolving goals. He is known for his steady guidance, practical perspective, and commitment to helping clients feel organized, informed, and supported through every stage of life.
Downs holds a BS in business administration with a concentration in economics from the University of Richmond and completed the Executive Program for Financial Planning at the University of Georgia. He is a Certified Financial Planner®, reflecting his dedication to professional excellence and ongoing education.
Beyond work, Downs is active in his community and currently serves on the Board of Advisors for Holy Innocents’ Episcopal School. He enjoys fly fishing, traveling, playing golf, and attending live music events. He lives in Georgia with his wife and their two children.
3550 Lenox Road, NE, Suite 2700, Atlanta, GA 30326
404 264 1400
brandon.downs@hbwealth.com
linkedin.com/in/c-brandon-downs-cfp®-ba70965
hbwealth.com
Brandon Downs, CFP®
Senior Wealth Advisor and Shareholder HB Wealth
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Bio
Milestones
Profile
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Bio
Milestones
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Special Report
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Bio
Milestones
“I’ve always believed that if you love what you do, you’ll never settle, and that attitude has guided every decision I’ve made”
Danny Ibrahim,
KeyRate Mortgage
2006–2008
2008–2011
2011–2015
2015–2022
2022–Present
Client advisor at SunTrust Bank
2006–2008
Principal at Resource Planning Group
2008–2011
Co-founded Harbor Wealth Advisors with Eric Toole
2011–2015
Merged Harbor Wealth Advisors with Oakbridge Partners
2015–2022
Downs and the Oakbridge team joined HB Wealth in 2022
2022– Present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
As a founding member of WOW! (Women. Opportunity. Winning.), an employee resource group created for all women of Ryan Specialty, Phillips Topping has long championed for women in the industry.
“It’s very important to set an example and to not only inspire but mentor other females,” she adds.
In addition to her sharp marketing eye, the key to Phillips Topping’s success lies in her high-energy approach and positive attitude.
“As the leader of a team, it’s important to motivate and encourage your team members. People work very hard and do their best and it’s important to recognize these efforts. For my career overall, my attitude has been one of curiosity. The more you can learn, the better you’ll understand the business, and then the deeper your knowledge will become, making you a better team member.”
Chief underwriting officer of executive risk at Chubb
President of financial insurance solutions at Kemper
Chief underwriting officer at Axis Capital
CEO of global Insurance at Endurance
CEO of global Insurance at Sompo International
A significant part of his focus today is staying ahead of regulatory change while maintaining a seamless client experience. He tracks updates from regulators and lenders closely and works with his teams to adjust systems as needed.
“My approach to my role and my career has always been rooted in passion, focus, and a relentless pursuit of excellence,” he says. “I’ve never been driven solely by profit or business metrics. I believe in hiring great talent, trusting them, and pushing boundaries because innovation doesn’t come from playing it safe.”
His experience isn’t limited to Canada. Ibrahim has worked in the US and UAE, which shaped his global perspective and comfort with adapting to different markets. He thrives on risk, viewing setbacks as stepping stones to progress.
“I’ve always believed that if you love what you do, you’ll never settle, and that attitude has guided every decision I’ve made,” he adds.
That outlook continues to guide his work and reflects his broader goal of helping move the industry forward. Through his brokerage, lending company, and legal services, Ibrahim is focused on creating long-term value for his clients, his teams, and others working in the field.
Disclosure
2025 Five-Star Financial Planners, created by InvestmentNews, was presented in April 2025 based on data collected during the previous year. Not indicative of the firm’s future performance. Your experience may vary. Click here for more award information: https://tinyurl.com/5x8xxx8y
Nvest Financial LLC, 2 International Drive, Suite 110 Portsmouth, NH. 03801 207-985-8585. Securities offered through Commonwealth Financial Network®, Member FINRA/SIPC. Advisory services offered through Nvest Financial LLC, a Registered Investment Advisor, are separate and unrelated to Commonwealth.