Brendan T. Conry, Jr., CFP®
Financial Advisor
As a Financial Advisor at Connecticut Wealth Management (CTWM), Brendan T. Conry Jr. partners with clients to help bring clarity and organization to their financial lives, creating comprehensive plans that align with their goals. He focuses on financial planning, investment research, and client meeting preparation, while striving to provide each client with the highest level of service. Brendan is passionate about helping individuals and families define their goals, simplify financial complexities, and build strategies to achieve long-term success.
Before joining CTWM, Brendan worked at Conry Asset Management, where he supported clients with financial planning and investment analysis while overseeing the day-to-day operations of the firm. He also gained experience at a Boston-based technology company, where he focused on sales and marketing.
Education & Certifications
Brendan is a graduate of Union College, where he earned a Bachelor of Science in Political Science and Classics and was inducted into the Eta Sigma Phi Honor Society. He holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
Affiliations & Community Involvement
Brendan lives in Farmington with his wife and is active in the community as member of the Estate and Business Planning Council of Hartford and the Connecticut Financial Planning Association (FPA). Outside of work, Brendan enjoys an active lifestyle hiking, golfing and playing pickleball. A former Division III tennis player, he is also an avid sports fan, following the UConn Huskies and Boston professional teams.
Financial Advisor
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