Brendan R. Hunter

Financial Advisor

Brendan Hunter is a Financial Advisor with Wescott, working in close collaboration with Wescott’s Principal and Senior Financial Advisors to onboard, maintain and deliver comprehensive wealth management and financial planning services to clients.  His responsibilities include the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation.

As a member of Wescott’s Portfolio Strategy Group, Brendan assists in the oversight of the firm’s dynamic investment strategies, ongoing due diligence of Wescott’s investment managers and asset allocation design.

Prior to joining Wescott, Brendan was a financial advisor with one of the largest international investment management companies.  There he was responsible for the creation and implementation of prospective clients’ financial plans, along with assisting in the management and oversight of high-net-worth and mass affluent clients’ accounts and portfolios.

A CERTIFIED FINANCIAL PLANNER^® professional, Brendan earned his bachelor’s degree in financial planning with a concentration in trust management from the University of Delaware and his Masters of Science in Finance from Saint Joseph’s University.

He resides in Exton, Pennsylvania.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.