Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Estate Planning, Business Owners
Languages: English, Spanish
Brian J. Waddell has 10 years of experience providing wealth management and financial planning services for business owners, contractors and executive professionals.
His focus is creating solutions in the areas of:
- Personal Financial Planning
- Wealth Management Services
- Retirement Income Strategies
- Tax planning strategies
Brian began his career as an associate in 2011 at a boutique wealth management firm focused on one product and quickly realized the need for change in the industry. He joined New England Financial Group in 2012 to begin building his own team with the vision to restore trust in financial services by employing a comprehensive approach to planning and leading clients with a strategic vision for themselves. Since then, Brian has developed a systematic team-based financial planning model, working closely with client’s, accountants, attorneys and insurance agents, to implement coordinated solutions and an exceptional client experience.
“At the end of the day, people who have taken risks and worked hard want to know everything is being done to protect and grow what they've built - everything our team-based model does is predicated on this., to give clients the confidence that a team of advisors are coordinating on their behalf to create the best financial outcomes.”
Brian holds degrees in business management and finance from CCSU, holds the Retirement Income Certified Professional designation from the American College and holds an Accredited Investment Fiduciary (AIF®) designation. Additionally, he is an active member of the MetroHarford Alliance, Connecticut Association of Plumbing, Heating and Cooling Contractors and resides on the committee for Sticks for Bricks, a local Habitat for Humanity charity golf tournament.
Brian lives in West Hartford, CT with his daughter Aleksandra, is highly passionate about personal development, and loves playing guitar, golfing, kayaking and photography.
- Professional Awards
- Five Star Wealth Manager 2019*
- Four Under Forty by NAIFA CT in 2018
- New England Financial Group Rookie of the year 2014
*The 5 Star Award requires the following disclosure: The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area
Check the background of this investment professional on FINRA’s BrokerCheck
65 Lasalle Road Suite 200
West Hartford, CT 06107-2374