Brendan Regan
I am a Senior Wealth Advisor for Empower. In my role, I am responsible for helping clients navigate retirement planning and their financial goals. We focus on four essential elements (savings, investing, spending, and protecting) in our comprehensive approach to planning.
I joined Empower in 2022. Prior to Empower, I was a Financial Solutions Advisor at Merrill Lynch, where I worked with customers to learn about their goals and find appropriate solutions. During my tenure with Merrill, I worked with asset transitioning of trust and estates, portfolio construction, and asset management.
I hold a bachelor’s degree in business management from Rhode Island College. I currently maintain the Series 66 state securities license and hold FINRA Series 7 credentials.
I currently live in Coventry, Rhode Island with my wife and two sons. Outside the office, I enjoy hiking, cycling, and spending time with my beautiful family.