Brendan L. Foley
Managing Principal / Senior Financial Advisor
Wells Fargo Advisors Financial Network, LLC
Brendan Foley is a Managing Principal / Senior Financial Advisor of an independently owned financial practice in Central New Jersey. Wells Fargo Advisors Financial Network, LLC (A Registered Broker Dealer), Member FINRA / SIPC, is a non-bank affiliate of Wells Fargo & Company. Mr. Foley has over 20 years industry experience as an advisor.
Mr. Foley and his team, work with a small, select group of clients that include successful private business owners, senior executives / professionals, affluent families and retirees to assist them with their wealth management needs and financial affairs. The individuals in Mr. Foley’s practice offer a broad range of expertise, including Asset Management, Retirement & Income Planning, Estate Planning and Wealth Transfer Strategies.
Mr. Foley is a 1992 graduate of Bowling Green State University receiving a Bachelor of Science in Business Administration with a concentration in Finance and Marketing. In 2009, Brendan attended the Executive Education Program (Graduate School of Business – GSB) at Stanford University, Stanford CA.
Within the community, Brendan and his wife Kimberly are proud to support the Rutgers Cancer Institute of New Jersey. Brendan has served as a volunteer and participated on various committees for the Rutgers CINJ Foundation. The Rutgers Cancer Institute of New Jersey is one of only 41 such centers nationwide to receive the comprehensive NCI – National Cancer Institute designation. Rutgers CINJ is recognized for its scientific excellence in bringing research discoveries to patients. As a comprehensive cancer center, the institute excels in research & trials, teaching & education, treatment and prevention.
Professional Credentials / Designations
FINRA Series 7, 8, 24, 31, 63, 65.
National Insurance Producer License – Life, Health & Variable
College for Financial Planning Professional Designations
- Accredited Asset Management Specialist (AAMS ®)
- Chartered Retirement Plans Specialist (CRPS ®)
- Accredited Wealth Management Advisor (AWMA ®)
- Accredited Domestic Partnership Advisor (ADPA ®)
Currently Pursuing the Chartered Financial Analyst ® (CFA) credential.