Client Service Team
Lauren ChaffeeClient Service Associate561-361-2091
Brendan T. Hayes
Financial Planner
bhayes@provwealth.com
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Client Service Team
- Lauren ChaffeeClient Service Associate561-361-2091
Experience:
Brendan Hayes has been a financial planner with Provenance Wealth Advisors since 2004. In practice since 1997, he provides clients with a comprehensive approach to estate, business succession, investment and retirement planning.
Brendan works to help clients reach their financial goals and preserve assets for both current and future generations. Through careful detail and consideration to each client’s unique situation, he employs a holistic approach to secure a solid financial foundation that will withstand the test of time.
Brendan is a University of South Florida graduate with a Bachelor of Science degree and holds the Life, Health and Variable Annuity License and Long-Term Care License for the State of Florida. He is trusted for leveraging clients’ investment, retirement, long-term care and insurance planning to complement their specific needs and help work towards future goals.
Brendan lives in Palm Beach Gardens with his wife and children and values quality time spent with his loved ones. He enjoys traveling and spends his free time golfing. As a native south Floridian, he has a strong connection to his community and volunteers for Palm Beach Take Stock in Children, where he mentors low-income students, and coaches for the Palm Beach Gardens Youth Athletic Association soccer team. He also contributes his time to charitable causes including United Way and the Dolphins Cancer Challenge.
Client Focus:
- Business Owners
- High-Net-Worth Individuals and Families
- Retirees
Specialized Strategies:
- Business Succession
- Estate Planning
- Investment Planning
- Retirement Planning
Check the background of this investment professional on FINRA’s BrokerCheck.
PWA Securities, LLC and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional
Education:
University of South Florida – Bachelor of Science
Affiliations:
Life, Health and Variable Annuity License – State of Florida
Long-Term Care License – State of Florida
Registered Representative of PWA Securities, LLC
Community:
Financial Planning Association
Palm Beach Gardens Youth Athletic Association Soccer – Volunteer Coach
Take Stock in Children – Palm Beach
St. Patrick Catholic Church – Palm Beach Gardens