Brendan's approach to wealth management is consultative, objective and committed to excellence. Drawing upon the breadth and depth of Merrill's wealth management platform and with access to Bank of America's expansive banking services, he works with his clients to implement sophisticated financial strategies that go beyond investing in stocks and bonds. Brendan helps his clients build and transfer their wealth, satisfy current and expected liquidity needs, manage expected college education costs, plan for maintaining sufficient retirement income, and ensures that the endowments of his non-profit organizations are executing within the parameters set forth in their Investment Policy Statements.Clients can expect a service model centered on the highest level of client confidentiality and full disclosure. He focuses on maintaining open communication and proactive, periodic reviews. Brendan will take the time to listen to and review his clients' financial situations in order to develop the strategies and solutions necessary to help meet their short- and long-term financial goals.Brendan is a native of the DC Metropolitan and graduate of St. Vincent College, where he received a B.S. in Finance. In his time at St. Vincent College, he was a four year member of the men’s ice hockey team. He currently resides in North Potomac, MD.Named to the Forbes "Best-in-State Next-Generation Wealth Advisors" list, 2022 & 2023 Published annually Aug - Sept. Rankings based on data as of March 31 of current year.*Brendan is a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and holds the Chartered Retirement Planning Counselor, CRPC® designation from the College for Financial Planning Institutes Corp.
*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published annually Aug - Sept. Rankings based on data as of March 31 of current year.Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.