brendan sedgwick

Financial Advisor
3412 Colton Blvd, Ste 104
Billings MT 59102
(406) 255.5567
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Profile

As a Financial Advisor, I work closely with individuals and families to help them pursue their financial goals through personalized wealth management and long-term planning strategies. My background in banking and wealth management allows me to provide thoughtful guidance tailored to each client's unique needs.
A former collegiate hockey player at the University of Providence, I bring a disciplined, relationship-focused approach to my practice. I am passionate about helping clients navigate financial complexity with confidence while serving as a trusted resource throughout their financial journey.

About Me
Philosophy

I am dedicated to helping clients navigate their financial lives with clarity and confidence. Through personalized financial planning and tailored investment strategies, I work closely with individuals and families to help build, preserve, and transfer wealth while staying focused on what matters most to them.

About Merrill

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.

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brendan sedgwick is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.