Brendan Dunleavy, CPA

Executive Director

Phone: (248) 663-4778
Email: bdunleavy@dunleavywealth.com

Since 1996, Brendan Dunleavy has served as the Executive Director of Dunleavy Wealth Management, with Michigan Financial Companies, a financial services firm specializing in estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.

As Executive Director he is uniquely qualified to address the diverse needs of ordinary individuals and families as well as high net-worth individuals. He provides wealth management as well as recommendations for asset allocation, funding for education, retirement and long-term care insurance.

He works closely with business owners, executive teams and their advisors to help them pursue their financial goals.

From 1991 through 2004, he served as Assistant Auditor General and Auditor General for the County of Wayne.

From 1984 through 1991, he worked as an Audit Manager for Ernst & Young CPA firm.

Recognitions & Awards

5 Star Wealth Manager, selected 9 times by Hour Detroit*
Crain’s Detroit Business “Top 40 Under 40” in 1999**

Education

Brendan earned his Bachelors of Art in accounting from Michigan State University in 1983. In 1994, He received a Masters of Science in Finance from Walsh College in Troy, Michigan.

Professional Registrations

Life, Accident & Health insurance licensed
FINRA Series 7 & 65

Memberships & Affiliations

Michigan Association of Certified Public Accountants
American Institute of Certified Public Accountants

On a Personal Note

Brendan and his wife, Eileen, reside in Plymouth, Michigan where they raised their five children, Kathleen, Colleen, Brendan Pat, Maura, and Mary Grace who have now graduated from college and moved on to start lives of their own. Brendan is very active in his community and is a member of Our Lady of Good Counsel. He enjoys spending time with his family and friends, but especially loves spending time with his grandchildren.

*The FIVE STAR Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or magazine.

**Honorees of the 1999, 40 under 40, were selected by Crain’s editorial staff based on their career accomplishments, impact in their field and contributions to their community. Most candidates were nominated by peers or colleagues, but some where chosen by the newsroom. Third-party rankings and recognitions are no guarantee of investment success and do not ensure that a client or prospective client will experience a high level of performance or results. These ratings should not be construed as an endorsement of the advisor nor are they representatives of any one client’s evaluation.