Brian Gaffney, AAMS
About Brian Gaffney
Brian entered the financial industry over 20 years ago with the love of investing and the possibility that what people work so hard for may be protected through comprehensive wealth management. Being a college level athlete and now coaching his two boys in their own athletic goals, Brian also embraced the idea of working as his clients financial head coach. At U.S. Wealth Management, Brian coordinates the services of all professionals (CPAs, estate attorneys and insurance planners) to design his clients' financial strategies situations and all they want to accomplish to work towards meeting the intended goals.
Brian strives to develop financial strategies for his clients that take on the least amount of risk and generate the greatest potential return. He accomplishes this by understanding what is important to his clients both personally and financially and believes communication is a vital component in the relationship he has with his clients. Delivering advice based on a long history in the market also helps to instill in his clients the confidence that they are making informed decisions. Markets fluctuate but Brian's highly personalized client service experience helps him work together with his clients towards their intended goals.
Prior to joining U.S. Wealth Management, Brian spent several years with prestigious firms like GMO, Merrill Lynch and A.G. Edwards & Sons, Inc., building on clients' investable assets.
Brian is involved with a wide range of town activities such as the youth soccer, hockey and baseball clubs. Brian and his wife Michelle, a 2nd grade teacher in Braintree, have two sons, Colin and Andrew.
- Accredited Asset Management Specialist (AAMS)
- Series 7 held with LPL Financial and Series 66 held with both LPL Financial and U.S. Financial Advisors
- Life, Accident, & Health Insurance licenses