Brendan K. Leavey, CFP®

Financial Advisor
Sarasota Office

I am a Certified Financial Planner® with over 28 years of experience. I began my career on the floor the New York Stock Exchange with Goldman Sachs. After four years in institutional trading, I decided to pursue my true calling of working with individual investors.

I now work with individuals, professional athletes, and corporations using the knowledge and skills developed during years of monitoring the markets and managing client assets through various market cycles.

I earned a bachelor’s degree from Indiana University and hold the Series 7, 63, and 65 licenses, as well as Life and Health Insurance licenses. I am also registered as a Financial Advisor with the National Football League Players Association.

Please check Brendan's background on FINRA’s BrokerCheck

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