Tampa Bay

Address:
450 Carillon Parkway, Suite 200
St. Petersburg, Florida 33716

Phone:
727-456-5300

e-mail:
Jim Brennan - LFO President St. Petersburg and Sarasota

 
Jim Brennan
LFO President St. Petersburg and Sarasota

As President for GenSpring's St. Petersburg and Sarasota offices, Jim Brennan oversees operations and delivery of wealth management services to our families. In addition, Jim is a valuable resource to helping our families sustain their wealth by providing advisory services in a variety of areas, including: 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, Jim was the Director of Financial Planning with KPMG working with many of Florida and Georgia's prestigious families.

Jim graduated with honors from St. John's University, New York and is a Certified Public Accountant (CPA). He holds a Bachelor's degree in Finance and a Master's degree in Accounting. He is a member of the American Institute of Certified Public Accountants (AICPA) and is a member of its Personal Financial Planning division. He also holds the Personal Financial Specialist (PFS) designation given by the AICPA. Jim is also a Certified Financial Planner (CFP) and is a member of the Institute of Certified Financial Planners.