Brendan McDermott, CFP®, CLU®, RICP® in

Brendan McDermott, CFP®, CLU®, RICP®

Evaluator · DISC type cds
Partner & Wealth Management Advisor at Bison Wealth Management
📍 Jackson, Wyoming, United States

Brendan McDermott is a Partner and Wealth Management Advisor at Bison Wealth Management with Northwestern Mutual. An Economics graduate from the College of the Holy Cross, he focuses on creating strategic, tailored financial plans that balance enjoying life today with preparing for the future, helping clients make their financial goals a reality.

Outside of his financial practice, Brendan is deeply committed to his community. He has served as the Past Board Chair for the Community Safety Network and Past President of the Rotary Club of Jackson Hole, demonstrating a strong dedication to local service and safety initiatives.

He is an active volunteer with the Teton County Search and Rescue team.

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Experience
24 Years
Current Role
Partner & Wealth Management Advisor
Location
Jackson, Wyoming, United States
Personality Overview

How Brendan shows up

Hard To Convince
Fast But Analytical
Thorough Evaluator

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Priorities

Topics Brendan cares about

Holistic Financial Planning
His firm's mission is to help clients live their best life today knowing their future is secure, emphasizing a balanced approach to financial strategy.
Long-Term Care
He actively posts about the importance of planning for long-term care, calling the lack of a plan a significant "financial blind spot" for families.
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Career

Work history

1-2023
Partner & Wealth Management Advisor
Bison Wealth Management
9-2011
Wealth Management Advisor
Northwestern Mutual
10-2017
Board Member - Past Board Chair
Community Safety Network
7-2011 - 6-2012
Past President
Rotary Club of Jackson Hole
1-2002 - 1-2012
Volunteer
Teton County Search and Rescue
In the press

Media appearances

Brendan W McDermott, Partner and Wealth Management Advisor. Featured in Northwestern Mutual
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Brendan McDermott - Northwestern Mutual - Forbes. Featured in Forbes
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Education
1995 - 1999
Economics
College of the Holy Cross
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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