Brian Fenelon
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Ridgeland, MS 39157
Credentials
Series 63, Series 65
Industry experience
41 years
Brian Fenelon is a Senior Financial Advisor at Merrill Lynch Wealth Management. With nearly 40 years in the financial advisory industry, Brian focuses on listening to clients and collaborating with them to develop refined, actionable plans. He leverages the expertise of his team and the extensive resources at Merrill Lynch to execute these plans.
Brian began his career in 1985, building a reputation for guiding high-net-worth individuals, institutions, and foundations in asset allocation and manager selection. Prior to joining Merrill Lynch in 2014, he spent 24 years at Morgan Stanley, where he was Senior Portfolio Management Director with The Fenelon Group. As a Senior Portfolio Manager, Brian constructs and manages personalized investment strategies that may include individual securities, Merrill model portfolios, and third-party strategies. He also supports clients and financial advisors through his Tactical Allocation Strategy aimed at reducing risk and outperforming the market over time. Brian has been recognized as one of America’s Top 1200 Financial Advisors by Barron’s Magazine for six consecutive years as of 2014.
He holds a Bachelor’s Degree from St. Olaf College and is designated as a Personal Investment Advisor (PIA). Outside of his professional work, Brian serves on the board of the American Heart Association and is a trustee for the Mississippi Museum of Art. His personal interests include biking, fishing, football, hiking, hunting, ice hockey, reading, skiing, traveling, and spending time with his family.
Bank Of America, N.a.
2014 - Present (12 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2014 - Present (12 years)
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