Brennan & Associates

Merrill Lynch Wealth Management
300 W Vine St
Lexington, KY 40507
(859) 231-5246
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Accessible, knowledgeable and experienced, we are committed to building and maintaining a strong relationship with you. We’re passionate about what we do and we bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Brennan & Associates
Merrill Lynch Wealth Management
Welcome

Our dedicated advisor team shares a common goal: to help affluent households and small business owners pursue meaningful goals. We can also work with your “outside” professionals, such as attorneys and accountants, to help understand your financial situation, risk tolerance, time horizon, liquidity needs, and important goals. In addition to offering personalized strategies tailored to your goals—such as funding your children’s education, helping ensure your wealth can last in retirement, and planning for potential health care costs—we can assist in creating a financial strategy designed to help your family transfer wealth to the younger generation.

Recognition
Mollie Brennan
Senior Vice President, Senior Resident Director
Working Mother's "Top Wealth Adviser Moms", 2019-2020, 2022
(Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year.)
Forbes "America's Top Women Wealth Advisors", 2020, 2022
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2021-2022
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
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About Us
Investments
Tuesday, April 30th 2024
Virtual Market Update | Southeast Division

Please join Merrill for a discussion with our top industry experts who will discuss how the coming year might bring a return to a more promising market as global ecnomies reset. The sdiscussion will include regional insights, potentia ways to navigate today's new market landscape, and an open Q&A, so you can ask the questions that are important to you.

Topics will inlude:

  • What a potential recession could mean for the markets.
  • Dealing with inflation, volatility, and oter investment risks.
  • Portfolio strategies and oppourtunities to consider now.

Event Host: Steve Alch, Director, Managing Director; MLWM Southeast Division Executuve

Speakers: Savita Subramanian, Managing Director; Head of U.S Equity and Quantitative Strategy, Merrill and Bank of America Private Bank. David Samman, Director, ISG Portfolio Strategist, Merrill Wealth Management

Meet Our Team
Mollie Brennan,

CEPA®,CIMA®

Senior Vice President, Senior Resident Director
859.231.5246
Mark Dill,

CEPA®,CPFA™

Senior Financial Advisor
859.231.5237
Jessica Decker Schmidt,

CFP®,CRPC™

Assistant Vice President, Wealth Planner
859.231.5252
Cassie Leitsinger,

CRPC™

Assistant Vice President, Wealth Management Associate
859.231.5222
John Michael Gordon
Wealth Management Client Associate
859.231.5201
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Nicholas A. Beilfuss
Wealth Strategies Advisor
Jeremy Cron
Wealth Management Banking Specialist
Tracey VanNevel
Senior Wealth Management Lending Officer
NMLS #470779
Insights
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.