Brendan P. Hurley, CFP® Financial Advisor

Brendan P. Hurley
“As a CFP® practitioner, I have significant professional experience in guiding our clients as they navigate complex financial decisions.” |

Brendan joined Boston Capital Wealth Management in 2017 and has more than 16 years of financial planning experience. His specialty is working with business owners and entrepreneurs as they navigate through the exit and succession planning process. Brendan creates customized strategies that aim to preserve and grow his client’s assets. They include estate planning and tax mitigation, financial/retirement planning and portfolio construction and investment management.

Brendan has always believed that having a sound financial plan is critical to his client’s ability to meet their short, intermediate, and long-term goals which is why he earned the highly respected CFP® designation. The Certified Financial Planner™ certification is considered the standard of excellence in the industry. 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 earned his B.A. from Colgate University and was a four-year letter winner on the varsity lacrosse team. He currently resides in Winchester, MA with his wife Kristen and their children, Courtney, Ryan and Madelyn.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

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.

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