Experience & Expertise
Brenna McLoughlin takes great care in building personal client relationships, using this
background to deliver investment strategies that are customized for each individual
client’s values, goals, and financial situation. She works with clients to gather details
about their investments, income, expenses, taxes, estate planning, and insurance, and
uses this data to create cash-flow projections and other analyses that help clients
visualize a financially independent future. Ultimately, she uses this knowledge to
propose financial-planning opportunities that can make a real, positive impact. Brenna
also loves getting to know clients’ children and helping them make informed decisions
regarding their own savings, expenses, debt, and investments.
Brenna contributes to initiatives driven by our core purpose: to help every person live
their ideal life. Before joining Greenspring Advisors, Brenna worked as a financial
planning associate at a New York City-based wealth management firm serving high–net
worth individuals and families. There, she supported three teams of advisors and gained
experience in speaking with clients to understand their needs and goals, incorporating
their objectives into customized portfolios. Earlier work included several years as a
magazine writer and editor for Condé Nast Publications, where she gained invaluable
research and communications skills that continue to serve her in her work with
Greenspring’s clients.
Brenna is a CERTIFIED FINANCIAL PLANNER™ professional and a Global Financial
Planner Fellow. She received a certificate in financial planning from New York University
in 2013, and a Bachelor of Arts in biological anthropology and anatomy from Duke
University in 2001. Brenna has been featured as a financial-planning expert on Jill
Schlesinger’s “Jill On Money” podcast and CBS News, and she has been quoted on
CNBC. Since 2018, Brenna has volunteered as an instructor and mentor with Rock the
Street, Wall Street, a nonprofit organization that builds programs designed to inspire and
equip high-school girls with the skills to succeed financially and potentially pursue a
career in finance.
Brenna lives with her husband Will and their two daughters in New York City, where they
spend plenty of time exploring the city’s wonderful parks and playgrounds. She enjoys
eating at NYC restaurants, going to the theater, and reading (especially fiction). Her
favorite book is Stern Men, by Elizabeth Gilbert.
Favorite Thing About Working With Clients
“I most enjoy helping clients feel more confident and in control of their financial lives.
We can empower them with financial education to make better, more informed
decisions, and develop cohesive strategies for improvements in the many different parts
of their financial lives.”
My Philosophy On Client Service
“Make it personal. Knowing our clients, the important people in their lives, and what
matters most to them is the key to giving them the best possible experience.”