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Justin P. Brennick
Second Vice President - Wealth Management
Financial Planning Specialist
1 Citizens Plaza
Suite 600
Providence, RI 02903
tel: 401-276-5946
toll free: 800-556-7757
fax: 401-861-2470
Email Me
Welcome Education Associations Honors Services Experience
Welcome

We know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since our firm was established over a century ago.
Education and Licensing
  • Financial Planning Specialist, 2006
    Smith Barney
    Boston, MA
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
Associations
  • Friends of Seekonk Library
    Volunteer
    Seekonk, MA
Honors and Recognitions
  • Blue Chip Council - 2005
  • Pacesetter Award - 2004
Services
  • 529 Plans
  • Alternative Investments
  • Asset Management
  • Business Planning
  • Cash Management
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Municipal Bonds
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • Wealth Management
Business Experience
  • 1999 - Present: Morgan Stanley Smith Barney*
    Second Vice President - Wealth Management
    Financial Planning Specialist
    Boston, MA
  • 1994 - 1999: Fashion Accents
    Account Executive
    Weymouth, MA
Bulletin Board
  • To have a free Retirement Analysis constructed on your behalf, complete the Confidential Questionnaire available in My Viewpoint and return to my attention.
  • Have you considered consolidating your rollovers in order to diversify your retirement assets? If you would like to learn more, speak with us.
Justin P. Brennick is licensed in the following state(s): CA, CT, FL, IL, MA, MD, MI, NH, NJ, NM, NY, OH, PA, RI, TX, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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