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Brian M
Series 63, Series 66
Chelmsford, MA
Merrimack Valley Financial Advisors, Inc.
Brian Mc Larney is a financial advisor at Merrimack Valley Financial Advisors, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones and FIDELITY Brokerage Services LLC. Merrimack Valley Financial Advisors serves individual and institutional clients, offering discretionary portfolio management, model portfolios, pension consulting, and comprehensive financial planning. The firm emphasizes client-specific investment policies and uses fundamental, quantitative, and qualitative research to guide long-term investment strategies.
Kyle G
Series 65, Series 63
Chelmsford, MA
Merrimack Valley Financial Advisors, Inc.
Kyle Gavin is a financial advisor at Merrimack Valley Financial Advisors, Inc. with one year of industry experience. He previously worked for McLarney & Company LLC for five years and attended Merrimack College full time for four years. Merrimack Valley Financial Advisors serves individual and institutional clients, offering discretionary portfolio management, pension consulting, and comprehensive financial planning. The firm uses client-specific investment policies and model portfolios, relying on fundamental, quantitative, and qualitative research with a focus on long-term strategies.
Brian M
Series 63, Series 65
Chelmsford, MA
Merrimack Valley Financial Advisors, Inc.
Brian Mclarney is a financial advisor with Merrimack Valley Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2003 and has been with Merrimack Valley Financial Advisors since 1998. In addition, he is president and sole shareholder of McLarney & Company, a CPA firm in Chelmsford, MA. Merrimack Valley Financial Advisors serves individual and institutional clients, including high-net-worth households and pension plans, providing discretionary portfolio management, model portfolio management, pension consulting, and comprehensive financial planning. The firm uses a client-centered process incorporating fundamental, quantitative, and qualitative research with regular portfolio reviews and rebalancing.
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