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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.
Vice President–Wealth Management
Financial Advisor
Brennan is dedicated to serving clients as their lives evolve - from years of accumulating wealth to a time spent enjoying the lifestyles and legacies they envision. Employing a goals-based approach to managing clients' wealth, Brennan uses his industry training to build real-world financial strategies around the situations and aspirations of clients and their families. Brennan holds the CERTIFIED FINANCIAL PLANNERTM Certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He launched his financial services career in 2007 and joined UBS in 2017. Prior to joining UBS Brennan worked for BNY Mellon and Merrill Lynch Wealth Management.
Outside of UBS
A native of Western, MA, Brennan actively serves his community - supporting local nonprofit organizations including the Alzheimer's Association, for which he is a board member and chair of the planning committee for the Berkshire County Walk to End Alzheimer's. Brennan is an active participant in the Rotary Club of Springfield where he serves as a board member. He resides in Longmeadow, MA with his wife and daughter. In addition to family time, Brennan can be found on the golf course, the ski slopes, or working in his yard.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Vice President–Wealth Management
Financial Advisor
Brennan is dedicated to serving clients as their lives evolve - from years of accumulating wealth to a time spent enjoying the lifestyles and legacies they envision. Employing a goals-based approach to managing clients' wealth, Brennan uses his industry training to build real-world financial strategies around the situations and aspirations of clients and their families. Brennan holds the CERTIFIED FINANCIAL PLANNERTM Certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He launched his financial services career in 2007 and joined UBS in 2017. Prior to joining UBS Brennan worked for BNY Mellon and Merrill Lynch Wealth Management.
Outside of UBS
A native of Western, MA, Brennan actively serves his community - supporting local nonprofit organizations including the Alzheimer's Association, for which he is a board member and chair of the planning committee for the Berkshire County Walk to End Alzheimer's. Brennan is an active participant in the Rotary Club of Springfield where he serves as a board member. He resides in Longmeadow, MA with his wife and daughter. In addition to family time, Brennan can be found on the golf course, the ski slopes, or working in his yard.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
