Brendan Clancy
Wealth Management Advisor helping clients build and implement effective strategies to achieve goals and manage risk
- Role
- Wealth Management Advisor, First Vice President at Merrill Lynch
- Location
- Auburn Hills, MI, US
- LinkedIn followers
- 500 followers
About Brendan Clancy
As a Wealth Management Advisor, I\'m dedicated to providing clients with personalized advice and strategies to help secure their financial future. Learn more about our process and the advantages of working with a CERTIFIED FINANCIAL PLANNER® professional at Merrill by exploring our website: https://fa.ml.com/michigan/auburn-hills/nsalvia.bclancy/*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.
Experience
Wealth Management Advisor, First Vice President
May 2016 — Present
Education
University Liggett School
High School
Michigan State University
Bachelor's Degree
Skills
- Microsoft Office
- Salesforce.com
- Management
- Public Speaking
- Arena Simulation Software
- Microsoft Word
- Microsoft Excel
- Bloomberg Terminal
- Microsoft Powerpoint
- Ibm Cognos Insight
- Customer Service
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