Brendan Fitzgerald, CFP®
Senior Financial Advisor
Brendan Fitzgerald is a Senior Financial Advisor at Connecticut Wealth Management (CTWM). He joins the team with over a decade of industry experience, specializing in helping clients who are retired plan for the next chapter of their lives. Brendan finds pride in creating a safe space to broach difficult subjects with his clients that ultimately helps them to move forward and to live out their retirement comfortably.
Before joining CTWM, Brendan served as Investment Operations Manager and a Financial Advisor at New England Guild Wealth Advisors (the “Guild”) in Avon. Prior to this, Brendan worked closely with portfolio managers and custodian banks at Wellington Management to fulfill client requests related to billing, reporting, and trade reconciliation. Early on in his career, Brendan helped establish Barclays’ first Fixed Income Derivative Operations Team in the United States and specialized in the booking and settlement of interest rate and mortgaged-backed derivative trades.
Education & Certifications
Brendan graduated with an MBA from the Isenberg School of Management at the University of Massachusetts and received his Bachelor of Arts in English from Ithaca College. Brendan is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) licensee.
Affiliations & Community Involvement
Brendan resides in Longmeadow, MA with his wife and their two kids, Declan and Maeve. He is an active member of Saint Mary’s Parish and enjoys coaching the youth tee-ball and soccer teams in his hometown.