Brendan is a CERTIFIED FINANCIAL PLANNER® professional on the Private Executive Services (PES) team at Merrill. He began his career with Merrill in 2014 and joined the PES team in 2016. Brendan closely works with corporate executives, business owners, professional athletes and their families in identifying their financial goals, risk tolerances, liquidity needs and time horizon. Brendan is passionate about helping clients make informed decisions about different aspects of their financial life. He has dedicated himself to understanding the priorities of clients, providing them with personalized attention and customized strategies.Brendan graduated from The Florida State University earning his B.S. in Finance. He currently holds Series 7 and 66 FINRA registrations, has obtained his CFP® certification, the Chartered Retirement Planning Counselor™ designation and the Sports & Entertainment Accredited Wealth Management Advisor™ designation.After working with Merrill in Manhattan for 8 years, Brendan now resides in Palm Beach, FL. During his spare time, he enjoys exercising, traveling, being involved with the community and spending time with his family.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
