Brendan J. Mcpoyle, Cfp®, Aep® Email & Phone Number

Greater Philadelphia Area

For over 25 years, I have been proud and honored to have gained the trust and confidence of many clients, friends and companies for delivering wealth advisory services. We have worked together to help them build successful wealth management strategies to achieve financial security and peace of mind.Recognized as a Five Star Wealth Manager since 2013, my continued success is a direct result of my client-centric focus on exceeding client expectations.Each client situation has unique elements and dynamics when planning for financial freedom and success. I work with clients of every age and at every stage of life to improve their long and short-term investment and wealth management strategies.Working together with individuals, families and multi-generational family businesses, I help them navigate and improve their wealth management, wealth preservation, investment management and retirement planning strategies.Families seek my stewardship and advisory services to create financial strategies to plan successfully and to review retirement, long-term care planning, investment allocations, pension plan management, funding their children's education, building wealth preservation, special needs trust, accumulating emergency fund assets, estate planning, and addressing insurance needs for asset protection.I have extensive experience and knowledge working with business owners seeking advisory expertise when they review, implement and manage qualified retirement plans or need assistance with defined benefit contribution administration and executive compensation options strategies.If you are seeking financial planning guidance to ensure your long and short-term financial goals, schedule a conversation or a financial review by calling 302-268-6413 or email me at brendan.mcpoyle@pgam-llc.com.

1702 Lovering Avenue, Wilmington, De 19806

As an owner of Affinity Wealth Management in Wilmington, DE, I worked to improve client results, retention, financial position, investment outcomes, and peace of mind.

King Of Prussia, Pa

As a member of TD Ameritrade leadership team in Wilmington Delaware, I provided investment advice and services to help to ensure that client relationship driven services exceeded client expectations.As Branch Advisor and Coordinator, I facilitated proper use of advisory channels, coordinated consolidation campaigns, and implemented sales strategies to achieve targeted goals. I also helped troubleshoot client questions and concerns including beneficiary designations, educated clients on TD Ameritrade's various financial management vehicles, money market investment options, financial planning strategies, investments, free trade opportunities and overall asset allocation questions and concerns.As a result of consistently working to achieve and deliver exceptional client services, in May of 2005, I was inducted into TD Waterhouse's 10 Million Dollar Club.In 2005, my efforts helped our branch surpass goals by 80% through consolidating assets of more than 36 million dollars. Another milestone achieved during the first quarter of 2006, was exceeding sales goals by 133% through converting assets of more than 14 million dollars.As an Investment Advisor at TD Ameritrade, I fine-tuned my marketing skills and became actively engaged in presenting and planning financial education seminars and promotional events to foster client relationships and elevate TD Ameritrade’s brand awareness. I trained new associates and worked to develop team sales skills and collaboration.

Wayne, Pa

Provided research, support, and developed documents for client projects, presentations, and proposals for broker client meetings.Acquired significant knowledge and expertise of variable annuity products offered through Hartford Leaders Group; Assisted brokers in reviewing customer investment objectives; Constructed balanced investment allocations to reduce volatility and enhance investment returns; Maintained key customer accounts using extensive product knowledge, portfolio allocation models, for effective sales strategies.

Bala Cynwyd, Pa

Responsibilities included providing comprehensive market data for proprietary traded stock portfolios; Executing NASDAQ security trades via computer-based software and floor brokers; Assisting market makers and index traders in the execution of securities for profitable positions in Fortune 500 companies including Sun Microsystems, Yahoo, and Amazon.

Bachelor Of Science - Bs, Business Administration With A Concentration In International Business

Activities and Societies: Alpha Delta Gamma Fraternity

Education record

Monsignor Bonner High School was a great all-male Augustinian Catholic High School in the Archdiocese of Philadelphia. It is located.