Our
mission is to provide our clients with the highest quality wealth management
solutions that will facilitate in achieving their long term life
goals.
Our
Vision is for our clients to have a safe, secure future for not only themselves
but their loved ones
1702 Lovering Avenue
Wilmington, DE 19806
Local: 302-652-6767
Toll Free: 800-825-8399
Fax: 302-295-9954
E-Mail:
invest@affinitywealth.com
Wilmington, DE 19806
Local: 302-652-6767
Toll Free: 800-825-8399
Fax: 302-295-9954
E-Mail:
invest@affinitywealth.com
Affinity Wealth Management™
TRUSTED FINANCIAL COUNSEL SINCE 1974
TRUSTED FINANCIAL COUNSEL SINCE 1974
Brendan J. McPoyle
Financial Advisor
Financial Advisor
Brendan has been in the financial services industry
for 8 years. For the past 3 years, he has worked as an Investment Consultant
with TD Waterhouse, a leading discount brokerage organization. Prior to that,
Brendan worked in the wholesale distribution of variable annuity products and as
an assistant market maker in an equity-trading corporation. As a Registered
Investment Advisor, he holds a multitude of registrations, including the Series
7, 55, 66, 63, 9, 10, as well as a Life and Fixed Annuity/Variable Annuity
license. Brendan graduated from Merrimack College in North Andover,
Massachusetts, where he successfully earned a BS in Business Administration with
a concentration in International Business.
"The financial planning process begins with helping
clients obtain a true understanding of their current financial status. By
exploring their goals and risk tolerances, we can develop a strategy to
accomplish those goals. Trust and confidence are integral parts of the planning
process. I will work diligently to serve my clients' best interests in
achieving their financial goals."
Affinity
Wealth Management, Your total financial solutions provider