Our Wealth Management Advisors
Brennan Moore , CFA®
Vice President, Wealth and Retirement
Based in NFP’s Boston office, Brennan works with individuals and families to provide comprehensive financial planning and investment management services. He also partners with employer-sponsored retirement plans, consulting with plan sponsors on building best-in-class investment menus, developing investment policy statements, and selecting and monitoring investments. Brennan brings 18 years of industry experience and has been with NFP since 2015.
Brennan serves on NFP's Retirement National Investment Committee, contributing to the firm’s oversight of qualitative and quantitative due diligence processes. In this role, Brennan actively participates in vetting and discussing investment manager recommendations monitored at the firm level.
A graduate of Colby College with a degree in government, Brennan is a CFA® charterholder and has been recognized as a Top 100 Advisor Under 40 by the National Association of Plan Advisors in 2019, 2021, 2022, 2023 and 2024. Brennan holds several FINRA licenses: Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law exam) and Series 65 (NASAA Investment Advisers Law exam).
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures