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Brendan Dunleavy is listed as Executive Director at Dunleavy Wealth Management at Dunleavy Wealth Management, a with 5 employees, based in Southfield, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Brendan Dunleavy.
Brendan Dunleavy previously worked as Executive Director at Dunleavy Wealth Management and Wayne County Auditor General at Wayne County. Brendan Dunleavy holds Ba, Accounting from Michigan State University.
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Successful wealth strategies are the result of ongoing collaboration between client and advisor, built upon trust and maintained according to the highest standards of integrity and expertise.The Mission of MFC Dunleavy Wealth Management is to create a partnership with clients that sees them into and through a successful retirement on their own terms, sustaining their pre-retirement lifestyle while not outliving their money.We strive to accomplish that mission by placing clients’ goals and dreams as the absolute priority in every recommendation we make.---Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Branch: 248-663-4700.FINRA: finra.orgSIPC: sipc.org
Listed skills include Powerpoint, Video Production, Web Content Management, Web Design, and 28 others.
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Southfield, Mi
As Executive Director, I am uniquely qualified to address the diverse needs of high net-worth individuals. I provide wealth management as well as recommendations for asset allocation, funding for education, retirement and long-term care insurance. I work closely with business owners, executive teams and their advisors to realize their financial goals.
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Brendan Dunleavy works for Dunleavy Wealth Management.
Brendan Dunleavy is listed as Executive Director at Dunleavy Wealth Management at Dunleavy Wealth Management.
Brendan Dunleavy is based in Southfield, Michigan, United States while working with Dunleavy Wealth Management.
Brendan Dunleavy has worked for Dunleavy Wealth Management, Wayne County, and Ernst & Young.
Brendan Dunleavy's colleagues at Dunleavy Wealth Management include Dawn Jozefowicz and Doug Dawe, Cfp.
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Brendan Dunleavy holds Ba, Accounting from Michigan State University.
Brendan Dunleavy is listed with skills including Powerpoint, Video Production, Web Content Management, Web Design, Digital Media, Interaction Design, Video Editing, and Web Analytics.
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