“Results and relationships” inspire Brendan’s efforts. Over the course of his financial career, he has found that the most effective wealth management strategies begin with a genuine appreciation for each client – their personal passions, most cherished goals and greatest concerns.Whether he’s assisting successful individuals in the construction, engineering, real estate development, or academic fields, Brendan enjoys getting to know clients, what’s on their minds and in their hearts. A proponent of meeting clients in their homes or offices, Brendan finds that listening and learning from clients – and providing a genuine authenticity – are essential to doing his job well. Acting as both a financial advisor and relationship manager, Brendan puts a premium on delivering proactive advice and guidance to clients who lack the time or inclination to manage the complexities of wealth on their own. His goal in each relationship is to ensure that a client’s multi-pronged strategy reflects their financial, professional and personal objectives for the long and short-term. Brendan holds a Bachelor’s degree from The Catholic University of America and a place in his heart for playing golf and tennis, snowboarding, and, most of all, spending time with his son and daughter at home in Beverly, MA. An avid Boston sports fan, Brendan has raised money since 2007 for the Pan Mass Challenge which supports The Dana-Farber Cancer Institute.I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.