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Brogan O'Connor

CFP®, AIF®

VP, Financial Planner, Private Client Group

Professional Experience

Brogan joined Sentinel Benefits & Financial Group in 2013 as an Investment Consultant. He is a Registered Representative of Sentinel Securities, Inc. and an Investment Advisor Representative of Sentinel Pension Advisors, Inc.

Brogan offers fee-based investment management and financial planning services to businesses, individuals and their families, and is firmly committed to building long-term relationships with his clients. Whether it’s planning for college expenses or retirement, Brogan is passionate about helping his clients succeed and strives to best understand their specific needs in order to help them realize their financial goals.

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Educational Background and Certifications

  • Connecticut College, New London, CT – Bachelor of Science – Economics
  • CERTIFIED FINANCIAL PLANNER™
  • New York State Department of Finance – Life, Accident, and Health Insurance licenses
  • FINRA Series 7 & 66
  • Accredited Investment Fiduciary, AIF®

Hometown

New York, NY

Out of the Office

Brogan enjoys playing softball in Central Park, navigating the city and spending time in his childhood hometown: Haverhill, MA.

Check the background of this investment professional on FINRA's BrokerCheck.

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Thought Leadership

The Shape of Economic Recovery

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