Brendan Haggard
There's no shortage of financial information out there -- but knowing what actually applies to your situation is what matters most.
I became a financial advisor after growing up during the 2008 financial crisis and seeing the real impact financial uncertainty can have. Today, I help clients avoid that uncertainty by bringing structure, clarity, and a disciplined approach to their financial lives.
My background in athletics and a small college environment shaped my focus on preparation, accountability, and long-term execution. I work with business owners, families, and executives to simplify complex financial decisions and implement strategies that align with their goals backed by the capabilities of Merrill and 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.
