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Brendan's service model at Merrill Lynch Wealth Management is focused on consistency and discipline to provide his clients with an exemplary service experience and access to sophisticated financial solutions based upon the client's risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation. Brendan applies 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.
Named to the Forbes "Best-in-State Next-Generation Wealth Advisors" list, 2022 & 2023
Published annually Aug - Sept. Rankings based on data as of March 31 of current year.*
Brendan's 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, he works with his clients to implement sophisticated financial strategies that go beyond investing in stocks and bonds. Brendan helps his 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 his 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. He focuses on maintaining open communication and proactive, periodic reviews. Brendan will take the time to listen to and review his 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 Institutes Corp.
Brendan is a native of the DC Metropolitan and graduate of St. Vincent College, where he received a B.S. in Finance. In his time at St. Vincent College, he was a four year member of the men’s ice hockey team. He currently resides in North Potomac, MD.
English
Saint Vincent College
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