Jim Brennan, CPA, CFP®
Jim Brennan is managing director of GenSpring’s Florida-West Region which includes the firm’s Orlando, Tampa Bay and Sarasota family offices. In this role he has direct responsibility for the client experience of these offices.
With over 20 years of experience, Jim is a valuable resource in helping families sustain their wealth by providing advisory services in a variety of areas: Investments, Estate and Gift Tax Planning, Business Succession Planning, Charitable Gift Planning, Family Governance and Education, Income Tax Planning Strategies, Retirement and Cash Flow Planning, and Insurance Needs and Product Analysis.
Prior to joining GenSpring in 2005, Jim held the position of Director of Financial Planning with KPMG working with many of Florida and Georgia’s most prestigious families.
Jim graduated with honors from St. John’s University, New York. He holds a bachelor’s degree in Finance and a Master’s degree in Accounting. He is a Certified Public Accountant (CPA). He is a member of the American Institute of Certified Public Accountants (AICPA) and is a member of its Personal Financial Planning division. He holds the Personal Financial Specialist (PFS) designation given by the AICPA and is also a CERTIFIED FINANCIAL PLANNER™ and a member of the Institute of Certified Financial Planners.
Jim enjoys being involved in the community and serves as a member of the Planned Giving Council for the Tampa General Hospital Foundation. He is on the Board of Dominion Financial Group, a Tampa family business investing in oil & gas, merchant banking, real estate and financial services and is a member of the management committee for Florida Investors Capital, a Tampa Bay based real estate investment fund.