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portrait of Brennan R Hervey
FINANCIAL ADVISOR

Brennan R Hervey

CFP®, AAMS™, CRPC™
6675 38th Ave N Suite 103, St Petersburg, FL 33710opens in a new window
CallSend Me a Message

About Brennan

I am a longevity-based wealth advisor for a select group of successful business owners, professionals and families who, among other things, aspire to live a work-optional lifestyle. Through Edward Jones, we have developed and refined a process to put all the pieces of that puzzle together by understanding what’s important to you, building personalized strategies to help you reach your goals and partnering with you throughout your life to keep you on track.

I believe in personal relationships, customized service and a proven process. I believe in treating clients like family. My focus is doing what is in your best...

Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Wealth Strategies
  • Sustainable investing
  • Intergenerational Planning

Work History

  • Edward JonesJune 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of South FloridaBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Music
  • Baseball

Team Members

  • Kathleen Maxwell
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(727) 343-0353

Fax

(855) 616-6857

Office Address

6675 38th Ave N Suite 103
St Petersburg, FL 33710opens in a new window

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