Brendan Hayes is a Financial Planning Consultant for Provenance Wealth Advisors and a Registered Representative and Investment Advisor Representative offering securities and investment advisory services throughWalnut Street Securities Inc., Member FINRA, SIPC. He is licensed to sell securities.
Prior to joining Provenance Wealth Advisors, Brendan spent seven years as a financial planning consultant for Sagemark Consulting, a subsidiary
of the Lincoln Financial Group, formerly Cigna Financial Advisors, Inc.
Since 1997, Brendan has focused his practice on estate, business succession, investment and, charitable planning for closely-held business owners, senior executives, and high net-worth families.
Brendan has spoken to a number of groups, including the CEO’s of some of the largest privately-held companies in the United States, to stress the importance of coordination of advisors as a key element in designing a long-term, sound financial plan.
Brendan is a member of The Financial Planning Association and The National Association of Philanthropic Planners.
Brendan earned his Bachelor of Science Degree from the University of South Florida in Tampa.
|
