Brendan Lewis

Brendan Lewis

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 in Colchester CT.

 

Reed Wealth Management services clients in roughly 20 states and is now located in a Laconia NH. Brendan had been visiting the Lakes region for year and the pandemic taught him that could service his clients from anywhere. The Laconia office opened in the late Summer of 2023. Brendan is excited to bring his experience to the Granite State.

 

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 also.

 

Brendan has been married to his beautiful, strong, and generous wife Lori since 1997. They raised two wonderful children. Tyler, his eldest, now works right beside him at REED Wealth Management as an advisor and is darling daughter Gillian is a 2nd grade teacher in Rhode Island. Outside of work, you’ll likely find him competing at something. He has had a long-time passion with the sport of triathlon and is a 2 time Ironman. He is an avid golfer & skier. But, in his soul, he is a water lover. Find Brendan on a boat or at the beach and you’ll find him with a smile.