I serve as a private wealth advisor primarily to a small group of successful business owners, executives and high net-worth families who, among other things, aspire to a work-optional lifestyle and a life of significance.

My team uses a proactive and comprehensive process to help our clients address each of their five key concerns:

• Making smart investment decisions

• Mitigating their taxes

• Taking care of their family

• Making sure their assets are protected

• Magnifying their charitable gifts

We do this by helping our clients envision a plan for the future, solve for complex planning issues and optimizing their wealth around their specific values.

Outside the office, I’m the founder of Dads in Business, a leadership and networking community for growth-minded fathers who are also entrepreneurs and executives. In 2024, we launched The DREAM Fund as our charitable initiative, proudly sponsoring a wish for a local girl battling a critical illness through our partnership with Make-A-Wish Foundation.

I hold degrees in Business Management and Finance from Central Connecticut State University and the following designations:

• CERTIFIED FINANCIAL PLANNER™ (CFP®)

• Certified Exit Planning Advisor (CEPA®)

• Retirement Income Certified Professional® (RICP®)

• Accredited Investment Fiduciary® (AIF®)

I live in West Hartford, CT with my daughter Aleksandra and I love spending time with my family, hiking around the country and golfing at my country club.

Professional Recognition:

• New England Financial Group Rookie of the Year – 2014*

• Five Star Wealth Manager Award – 2021-2024**

If you're exploring how to create, protect, and pass on your wealth with intention, I’d love to connect.

Brian Waddell is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. New England Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. OSJ: 1 Marina Park Drive, 16th Floor Boston MA 02210. 617-585-4500.

 

*Brian Waddell was recognized by New England Financial Group Rookie if the Year based on revenue produced for the 2014 calendar year, outperforming all approved agency producers with up to three years with the firm.

 

**This award has been issued by Five Star Professional. For each year issued, the award issue date and time period are as follows: 2024: 11/1/24, 2/13/24 -8/30/24 2023: 11/1/23, 2/13/23 - 8/31/23; 2022: 11/1/22, 2/29/22 - 9/2/22; 2021: 11/1/21, 2/15/21 - 9/10/21. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3.

Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For additional information, visit www.fivestarprofessional.com.