Brendan Hurley joined Boston Capital Wealth Management in 2017 and has more than 15 years of financial planning experience. He specializes in helping individuals, families, business owners and executives manage all facets of their finances. Brendan works closely with clients and their outside advisors to formulate customized strategies which include exit/succession planning, estate planning, portfolio construction, asset protection and retirement planning.
Brendan has always believed that having a sound financial plan is critical to his clients' long-term success, which is why he earned the highly-respected CFP® certification. This qualifies him to provide clients with comprehensive strategies for reaching their most essential goals. In addition, he holds his health and life insurance licenses.
Prior to joining Raymond James, Brendan most recently worked in the Private Bank at Morgan Stanley focusing on sophisticated lending solutions. Brendan received his B.A. from Colgate University and was a four-year letter winner on the varsity lacrosse team. He currently resides in Belmont, MA with his wife Kristen and their children, Courtney, Ryan and Madelyn.
Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.