Associate Wealth Advisor
Brendan is an Associate Wealth Advisor in the Beacon Pointe Greensboro office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Brendan works with the wealth advisory team to help guide clients through financial planning, investment management, investment strategy implementation, and asset allocation modeling and is passionate about ensuring clients successfully transition wealth to the next generation. Brendan graduated from the University of Colorado Denver with a B.S. in Business Management before joining Charles Schwab’s Financial Consultant development program. Prior to joining Beacon Pointe, Brendan led client relations for a wealth management firm in Arlington, Virginia. Originally from Virginia, Brendan and his wife, Katie, moved to Greensboro with their 3 children (two girls and a boy) for a change of scenery from the busy DC area. Currently working towards his CFP designation, Brendan enjoys spending the limited free time he has with his family, staying active in the gym or on hiking trails, and exploring all Greensboro has to offer.