Brendan Tully

Brendan Tully brings 25 years of financial services experience across wealth management, business development, and asset management. He began his career as a financial advisor with E*TRADE and Merrill Lynch before moving into senior external wholesaling roles with several asset management firms. He later served as Executive Vice President at Strategic Wealth Management, where he led growth strategy, advisor development, and comprehensive financial planning for high-net-worth clients.

In his current role on the New Client Development team at Wealth Enhancement, Brendan manages relationships with prospective clients and advisors nationally. He communicates investment strategies, educates prospects on firm resources and capabilities, and represents Wealth Enhancement at sponsor events.

Brendan and his wife, Kristina, live in New York City with their two sons, James and Ronan, and their golden retriever, Bailey. He is an active member of both the CFA Society New York and the Financial Planning Association, and he remains a dedicated Masters swimmer. Outside the pool, he enjoys traveling and coaching youth sports.