Weston Financial

Smart Advice Client Focus®

Back

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.

Form ADV Part 2B Brochure Supplement [PDF]

Subscribe to Our eNewsletter
Loading

Washington Trust is a registered trademark, and the "W" logo and Washington Trust Wealth Management are trademarks of The Washington Trust Company.
Weston Financial and Halsey Associates are subsidiaries of The Washington Trust Company.

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency