Brendan Whelan
Financial Advisor at Wells Fargo Advisors
- Role
- Financial Advisor at Wells Fargo Advisors
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Brendan Whelan
As a Financial Advisor, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity. It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs.This information is intended for use by residents of AZ, CA, CO, CT, DE, FL, GA, ID, IL, MA, MD, ME, MI, MO, MN, NC, NH, NJ, NM, NY, OH, PA, RI, SC, SD, TN, TX, VA, WI, and WV only.CA Insurance License #42•••28. Resident State: and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Financial Advisor
Jul 2021 — Present · Pittsburgh, PA, US
Education
Duquesne University Palumbo Donahue School of Business
Executive Certificate in Financial Planning, Finance
2020 — 2021
University of Dayton
Bachelors of Science and Business Adminstration, Finance
2016 — 2020
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