After spending nearly a decade working for multiple large financial institutions and finding that the most important thing to those institutions was not necessarily the client, Breandan Kelly decided to break away from “The Big Banks” to open the Gladstone Fort Myers branch. Breandan is obsessed with improving client outcomes through enriching client education and understanding client expectations. Breandan believes the most important thing for a client to understand is “What ya’ got, Why ya’ got it, and what it might do”. Breandan believes that pursuing an active risk management strategy is the best way for clients to work towards their goals.
In his free time Breandan enjoys being with wife Dana, and their 2 young children Sean and Avery. Breandan and family particularly enjoy going to Disney World to unwind.