portrait of Brendan Slein

About Brendan

As an Edward Jones financial advisor, I partner with families, individuals and business owners with complex wealth strategies, retirement needs and estate considerations. Most importantly, my team and I want to understand what is most important to you and your family. Every conversation, decision and strategy is is based on what is most important to you. We personalize our services for you and your family to create a comprehensive and monitored strategy to achieve your goals.

Everyone has unique and personal stories, passions and experiences. Helping families and individuals plan for and reach financial independence motivates me to come to work...

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesMarch 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of New HampshireBachelor of Science

Team Members

  • Kim Frederico
    Sr. Branch Office Administrator
  • Amy Reilly
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

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