An Independent Advisor Focused on Solutions, Not Products
Brannigan has built his successful career as a trusted financial advisor by providing his high-net-worth clients with comprehensive financial planning in order to provide clarity and answers for their retirement planning, estate planning, and asset management needs. With over 14 years of experience, he has focused on advising clients across the fields of medicine, academics, research, as well as the private sector. His proven ability to develop a financial plan that gets his clients to and through retirement has helped to set him apart from others in the industry.
His business is built on trust, transparency, and strong relationships that allow him to work with his clients to define their financial objectives. As an independent advisor, Brannigan’s number one purpose is to provide a financial plan that meets his client’s short-term and long-term goals. He is not bound by a large corporation’s sales objectives or prioritizing certain products. He prioritizes client education and seeks to ensure that his client’s experience is unique from the status quo. By implementing today’s leading financial planning and investment technology, he is able to simplify his client’s complex personal, retirement, and legacy goals. As a result, he is able to maintain a successful plan through life’s different stages.
After graduating from St. John Fisher College, Brannigan started his financial services career in Boca Raton, FL. His career lead him to NYC for a decade working at a number of global financial services companies including Citibank, HSBC, and TIAA. During this time he earned his Master’s in Finance from the Simon School of Business at the University of Rochester. Brannigan broadened his knowledge and expertise working with some of the top advisory teams in America serving business owners, executives, academics, and individuals in arts, entertainment, and medicine. He brings an academic approach to financial planning with extensive experience in investment management and estate planning.
Brannigan is a native of Central NY and resides in Pittsford, NY with his wife, son, and two dogs.
Check the background of this investment professional on FINRA’s BrokerCheck.