Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
My service model at Merrill Lynch Wealth Management is focused on consistency and discipline to provide my clients with an exemplary service experience and access to highly sophisticated financial solutions based upon the client's risk tolerance, time horizon, liquidity needs and overall investment goals. I apply this goals-based approach to servicing the financial needs of high net worth individuals and their families, businesses, corporate 401(k) plans, and endowments of 501(c)(3) non-profit organizations.
My approach to wealth management is consultative, objective and committed to excellence. Drawing upon the breadth and depth of Merrill's wealth management platform and with access to Bank of America's expansive banking services, I work with my clients to implement sophisticated financial strategies that go beyond investing in stocks and bonds. I help my clients build and transfer their wealth, satisfy current and expected liquidity needs, manage expected college education costs, plan for maintaining sufficient retirement income, and help ensure that our non-profit organizations are effectively executing within the parameters set forth in their Investment Policy Statements.
Clients can expect a service model centered on the highest level of client confidentiality and full disclosure. I focus on maintaining open communication and proactive, periodic reviews. I take the time to listen to and review my clients' financial situations in order to develop the strategies and solutions necessary to help meet their short- and long-term financial goals.
Brendan is a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and holds the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning.
Brendan is a graduate of St. Vincent College, where he received a B.S. in Finance. In his time at St. Vincent College, Brendan was a four year member of the men’s ice hockey team. A native of the DC Metropolitan area, Brendan attended The Heights School in Potomac, MD. He currently resides in Washington, DC.
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.
Saint Vincent College
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.