Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
My service model at Merrill Lynch 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, 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 Lynch'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, ongoing reviews. I take the time to listen to and review my clients' financial situations in order to develop the strategies and solutions necessary to 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 Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Saint Vincent College
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy 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.