Brendan Haggard
Managing your finances can be a complex and confusing landscape with so much conflicting information it's hard to determine what's right for you, your family, or your business. It's my job to act in my clients best interest and to provide them with strategic planning to bring clarity and confidence to their financial lives. Business owners, families, and executives have benefited from the full range of strategies I have to offer with the combined power of Merrill and the banking convenience of Bank of America.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
