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Brendan Dunleavy is Executive Director of Dunleavy Wealth Management, with Michigan Financial Companies, a financial services firm focusing on estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly- and privately-held companies.
As Executive Director he is qualified to address the diverse needs of high net-worth individuals. He provides wealth management as well as recommendations for asset allocation, funding for education, retirement and long-term care insurance. He works closely with business owners, executive teams and their advisors to pursue their financial goals.
Recognition & Awards
- Crain's Detroit Business "Top 40 Under 40", 1999**
Education
- B.A. in Accounting, 1983
- Michigan State University
- Masters of Science in Finance, 1994
- Walsh College, Troy, Michigan
Professional Registrations
- Life, Accident & Health
- Series 7
- Series 65
Memberships & Affiliations
- Michigan Association of Certified Public Accountants
- American Institute of Certified Public Accountants
Personal Data
Brendan and his wife, Eileen, reside in Plymouth, Michigan with their five children, Kathleen, Colleen, Brendan Pat, Maura, and Mary Grace. Brendan is very active in his community. He is a member of Our Lady of Good Counsel and enjoys spending time with his family and friends.
*The award recipients are nominated by someone other than themselves who answers questions about how the nominee has assisted in building a business or has built a business themselves and how their professional work has helped out our local community. The team at Crain’s Detroit then selects 40 winners each year from the list of nominations. Third-party rankings and recognitions are no guarantee of future investment success, do not ensure that a client or prospective client will experience a higher level of performance or results, and should not be construed as an endorsement of the advisor by any entity.