Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Brennen has been with Merrill, in Bridgewater, NJ, since July 2015. He started working with Merrill Edge in 2013 and transitioned to be an advisor with Merrill in 2015. He dedicates himself to thoroughly understand the priorities of high net worth individuals and families, providing them with personalized attention and disciplined, customized investment strategies.
Brennen provides access to the investment insights of Merrill and the banking convenience of Bank of America to help address the various aspects of clients’ financial lives. He works with clients to prioritize their goals—including education funding, retirement, income building strategies—and then commits himself to building strategies with his clients to help them pursue their desired outcomes, while building, managing, and preserving their wealth for current and future generations.
Brennen is Series 7 and 66 FINRA registered, and also holds Life and Health Insurance licenses. He is a graduate of Rutgers University Business School and has a B.S. degree in Finance.
Brennen strives to provide an exceptional level of care and service for his clients, and he invites you to contact him to see how his knowledge and strategies can help meet your financial goals.
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.
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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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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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.
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.