Brian G. Hennessy, CFP®
Senior Wealth Planner
Brian chose financial planning for the same reason he’s stayed with it: the chance to make a meaningful difference in people’s lives. Inspired by his father’s career in finance and the relationships it created, Brian brings a steady hand and a service-first mindset to every client interaction.
At Stage Harbor, Brian is a backbone of day-to-day execution, processing trades, coordinating distributions, and ensuring cash flows land where and when families need them. He pairs operational precision with empathy, often drawing on personal experience: after his father passed away, he led efforts to assist his mother navigate the complex financial and emotionally heavy transition. That perspective drives the way he supports clients, with clarity and care.
Brian was Stage Harbor’s first employee, joining on day one to help build the firm from the ground up. Before that, he worked for seven years at Weston Financial alongside several members of the current team, during which time he earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He earned a B.S. in Marketing from Providence College.