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

Brendan McDermott, CFP®, CLU®, RICP®

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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

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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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)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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