Financial Advisor, Merrill Lynch

Brendan Devlin

Financial Advisor


101 CALIFORNIA STREET
Floor 25

SAN FRANCISCO, CA 94111

Phone: (415) 2746042
Email:

Directions to Branch

PROFESSIONAL PROFILE

Brendan Devlin has built a career in the Financial Services industry by providing sound advice to individuals, families, and business owners whose trust he has earned. As a Financial Advisor at Merrill Lynch in San Francisco, Mr. Devlin provides customized risk management strategies for his clients, with a particular focus on delivering legacy planning, investment strategy, and corporate financing advice that is independent and clear.



Mr. Devlin joined Merrill Lynch after running a successful Wealth Management practice at Morgan Stanley Smith Barney. Prior to that, he served as a Senior Vice President at Business Capital, a leading corporate finance company and restructuring firm that advises middle-market companies across the United States.



Originally from Philadelphia, PA, Mr. Devlin has resided in San Francisco for the last twelve years. He spends much of his free time giving back to his high school, college, and law school. Mr. Devlin serves on the Holy Cross Gridiron Leadership Council and mentors student athletes and recent graduates of Holy Cross and Golden Gate University. He is a frequent panelist at symposiums and seminars hosted by Golden Gate’s School of Business and School of Law.



Mr. Devlin lives in San Francisco with his wife, Liz, and their daughter, Ella.



Education



J.D. – Golden Gate University School of Law – San Francisco, CA*

B.A. – College of the Holy Cross – Worcester, MA



Licenses



Series 7, 31, and 66

Life, Health, Accident, Long Term Care, and Variable Contracts Agent – State of California



*Mr. Devlin does not provide any legal advice in his role as a Financial Advisor at Merrill Lynch.

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Brendan Devlin is registered to do business in:CA, CT, FL, GA, MA, NY, PA

Reporting available on FA.COM Set-Up Tool
26490234 (JCA*******803)