Brendan Collins

Brendan Collins is a wealth manager at Congress Wealth Management. Brendan has over seven years of experience in the financial services industry.

Brendan began their career as a financial representative with Fidelity Investments. In this role, they provided guidance to clients on their investments and helped them plan for their financial future. Brendan was promoted to relationship manager after two years and helped clients manage their portfolios and develop financial plans.

In 2020, Brendan left Fidelity to join UBS as a wealth strategy associate. In this role, they provided comprehensive wealth planning strategies to high net worth individuals and families. Brendan helped clients navigate complex financial situations and make sound investment decisions.

Brendan joined Congress Wealth Management in 2021 as a wealth manager. In this role, they provide comprehensive wealth management services to clients, including investment management, financial planning, and tax planning. Brendan works with clients to help them achieve their financial goals and build long-term wealth.

Brendan Collins attended Babson College and Boston College High School. Brendan has a certification from Series 63.