Brendan Guilday

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.

*Forbes “America’s Top Next-Gen Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.