Brian Finnerty

Brian J. Finnerty

Senior Financial Advisor – Merrill Lynch Wealth Management

My financial industry experience began in 1981, upon graduating from Fordham University with a Public Accounting degree.  My industry and market knowledge has been honed as an institutional fixed income trader and investment portfolio manager at major Wall Street firms over these years.

As a Merrill Senior Financial Advisor, I offer financial advice and guidance to corporate clients, individuals, and their families.  My goal is to customize investment ideas, for the client, geared towards increasing investment income, tax efficiencies, and preservation of capital and growth.  Earlier career experiences focused on in-depth analysis of fixed income investment management strategies and structures.  I am confident these experiences offer each client a qualified viewpoint in working on investment for retirement and other long term goals.

Managing one’s savings in retirement is a challenge we all face today, as well as, the high cost of education.  Having four children graduated from college, it’s clear my own personal financial goals for retirement savings and managing college expenses are aligned with those of each client.

I live in Locust Valley, New York with my wife, Lisbeth, and four adult children, as regular visitors back home.

I work for my clients.
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.