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Brendan B
Series 66
Spring, TX
LPL Financial
Brendan Barry is a Financial Consultant at Fidelity Investments, where he focuses on developing cost-effective financial planning strategies for clients. His work includes tax-efficient investing, charitable giving, and retirement strategies. Brendan joined Fidelity in 2023, progressing through roles as Investment Solutions and Investment Consultant before his current position. Prior to joining Fidelity, Brendan gained experience as an Advisory Associate at Triad Advisors from 2020 to 2023 and worked as a Financial Advisor at Raymond James from 2018 to 2020. He holds a California Insurance License. Outside of his professional career, Brendan has interests in football, running, skiing, and spending time at the lake. He also participates in volunteering activities.
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