Brendan P. Hurley, CFP^®, CEPA^® Financial Advisor

Brendan joined Boston Capital Wealth Management in 2017 and has more than 17 years of financial planning experience. Specializing in working with business owners and entrepreneurs, Brendan expertly navigates the complexities of exit and succession planning. He creates customized strategies that aim to preserve and grow his clients' assets, incorporating estate planning, tax mitigation, financial/retirement planning, portfolio construction, investment management, and alternative investments.

Brendan has always believed that having a sound financial plan is critical to his clients' ability to meet their short, intermediate, and long-term goals. This belief led him to earn the highly respected CFP^® (Certified Financial Planner™) designation, considered the standard of excellence in the industry. Additionally, Brendan is a Certified Exit Planning Advisor (CEPA^®), further underscoring his expertise in helping business owners plan successful exits. He is dedicated to ensuring that his clients' transitions are smooth and financially sound.

Prior to joining Raymond James, Brendan worked in the Private Bank at Morgan Stanley, focusing on sophisticated lending solutions. He earned his B.A. from Colgate University, where he was a four-year letter winner on the varsity lacrosse team. Brendan currently resides in Winchester, MA, with his wife Kristen and their children, Courtney, Ryan, and Madelyn.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.