Brendan E. McCarthy

Brendan E. McCarthy has been in the insurance & financial industry since 1998. In 2001 Brendan chose to parlay his experience and passion for helping others to establish McCarthy Financial, LLC. Brendan understands that change is inevitable and that no person(s) situation is the same and is ever-changing. He takes great pride in relationships and the cultivation of those relationships. Brendan helps guide his clients to boost focus on what is most important to them; together they will formulize a strategy that can best protect and achieve their goals, while monitoring these strategies closely long term to help ensure the execution comes full circle.

Brendan focuses in working with individuals, families and small business owners. Brendan is a lifetime member of the Million Dollar Round Table^*, has been a member of NAIFA since 2004 and a New York Life Insurance Company President's Council qualifier¹ since 2007. Brendan has been a mentor to various advisors helping them to achieve their success within the organization. Brendan is passionate about giving back to others, so he stays involved with several organizations close to his heart, like the Jimmy Collins Foundation and the basketball program at Saint Anselm College.

Brendan graduated from Saint Anselm College and currently resides in Wellesley, MA with his wife Alison and their two children. When Brendan is not at the office he enjoys being outdoors, traveling and spending time with his family and friends.

¹Council is an annual company recognition program based on agent production from July 1-June 30.

* The Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance.