President, Financial Advisor
Brendan has been in the business of helping people make sound investment decisions since 1999. He began his financial career with Morgan Stanley / Dean Witter, training in their Manhattan home office and then serving clients in the Hartford Connecticut area. In 2001 he accepted an offer from Edward Jones to build their Colchester, CT branch and spent the ensuing decade developing his understanding of the community and its investment needs. From the outset of his career, however, he had always looked forward to establishing his own wealth management practice through which he can give his clients the broadest array of investment options. Thus, in 2011, Brendan opened REED Wealth Management.
Brendan holds multiple registrations including his Series 7, 66, and 24. Brendan also has his insurance license in health, life and variable contract. He resides in Laconia NH and is in the process of extending the brand to that geography.
Brendan’s more recent personal passion is TRIATHLON TRAINING. In 2010 he completed his first full marathon – a long held goal and one which has allowed him to continue his tradition of raising funds for charities. He believes that distance training has a great deal in common with his business passion of helping people achieve their financial goals. Both require a long-term commitment and a steady, balanced approach.
Brendan has completed a battery of triathlons over the years. On June 28, 2015 he completed his first Ironman distance in Atlantic City. This distance is comprised of a 2.4 mile swim, 112 miles of biking followed by a 26.2 mile run. Most recently, he completed the Timberman ½ Ironman in his new hometown of Laconia NH at the ripe age of 52.