Weston Financial

Smart Advice Client Focus®


Brett Lonergan, CFA®

Assistant Vice President, Financial Counselor
Weston Financial


Brett is an Assistant Vice President, Financial Counselor, and has been with Weston Financial since October 2015. He holds the Chartered Financial Analyst designation, which requires successful completion of three exams covering a broad range of investment topics including portfolio management, wealth planning, economic principles, and ethical & professional standards of conduct. It takes an average of 1,000+ hours of study and four years of professional work experience to obtain this certification. Brett graduated from the University of Rhode Island with a B.S. degree in Finance. He loves spending time with family and tries to stay active in his free time. He enjoys playing golf and softball in the summer.

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Weston Financial is a subsidiary of The Washington Trust Company. Halsey Associates is a part of Washington Trust Wealth Management, a division of The Washington Trust Company.

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