Beirne Wealth Consulting Services, LLC (“BWC)” is pleased to announce the appointment of Jeff Bradanini as the firm’s newest financial advisor, further strengthening the BWC advisory team. In his new role, Jeff will provide financial planning solutions and investment strategies to individuals and their families as well as defined contribution and pension plans. Jeff’s responsibilities will also include identifying and connecting the firm with potential new business opportunities, communicating to them the firm’s diverse capabilities, expertise, and solutions — and then cultivating those relationships on an ongoing basis.
“We believe that people need financial advice now more than ever,” says John-Oliver Beirne, BWC’s Partner & President. “As a firm, we are continuing to strengthen our advisory team so that we can provide the best solutions to our clients. Many of our clients already know Jeff through his role as the firm’s Director of Marketing for the past 5+ years. He has all the tools to be a successful advisor, and we are grateful to have him on our team.”
As an advisor at BWC, Jeff will administer support through managing and gathering client information, working directly with clients to service their accounts, and assist new clients through the process of creating a tailored financial plan to meet the needs of their life and financial goals. Jeff will work alongside senior advisors to remain updated with BWC’s investment Committee decisions, formulate recommendations and implement advice. Outside of client meetings, daily tasks will include maintaining client records, preparing financial analyses, and working with other Beirne team members to further develop strategies and best practices to continue delivering comprehensive, experienced, investment advice for all our present and future clients. Jeff has his FINRA Series 65 license and is currently enrolled in the College for Financial Planning, pursuing his CFP® designation.
“I am thrilled and honored to take on this new position as I continue to transition into more of a financial advisory role at the firm,” says Jeff Bradanini. “My first priority has always been, and will continue to be, servicing BWC clients to the best of my ability. I look forward to continuing to build on my BWC client relationships and providing each and every one of them with experienced service and support. I would like to thank the management team for placing their trust in me and I look forward to what the future holds!”
Jeff volunteers as a board member for the Ulbrich Boys and Girls Club where he is the Chairman of the Resource Development and Marketing Committee, the Friends of Yale New Haven Children's Hospital, the Cystic Fibrosis Foundation - CT Chapter, and the Z Foundation for student athletes. Jeff was also named a New Haven’s Finest Award Recipient in 2016* and a Volunteer of the Year Award Recipience in 2019 by the Cystic Fibrosis Foundation.
Jeff was a special guest speaker at Barron's Top 1,200 Advisors conference in 2016 and has been featured in Financial Advisor Magazine, Financial Advisor IQ, Equity Magazine, RealExpertAdvice.com and TwentyOverTen.com. Prior to joining BWC in 2014, he was employed with MoGo Sport, where he served as a digital marketing director for nearly four years.
Please join us in congratulating Jeff on his new appointment!
About Beirne Wealth Consulting Services, LLC – www.beirnewealth.com
Beirne Wealth Consulting Services, LLC (“BWC”) is a privately owned, SEC Registered Investment Advisor with offices in Connecticut and Pennsylvania. BWC provides independent, fee-based investment management services and customized financial planning solutions. Our institutional business provides consulting expertise to defined benefit and defined contribution plans, endowments, foundations, and non-profit organizations. Our private clients include high net-worth individuals and prominent families, many of whom bring complex wealth management challenges and multigenerational planning needs. For more information, please visit www.beirnewealth.com or give us a call today at 888-231-6372.
*Registration does not imply a level of skill or training.
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