Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Brendan is a partner of The Barry Team, a Wealth Management group based in Princeton, NJ. As part of the team, he serves a diverse range of clientele, from young professionals and small business owners, to executives and retirees. He uses a defined process to hold himself accountable as he works with clients to simplify their financial lives and realize their goals. Within that process, Brendan places an emphasis on highlighting areas that are often overlooked and educating clients about conditions that could impact their objectives.
Utilizing an extensive organization of specialists, Brendan is able to present clients with personal, tailored advice and guidance to complex scenarios. By broadening the clients' understanding of their financial picture, he strategically implements plans that take advantage of specialized products, such as long-term care or 529 plans, to help protect what matters most to them. Whether it's in person, on the phone, or online, he meets regularly to understand the life changes his clients face and help ensure their plans stay on track.
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
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.
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.