Estate and Business Planning , First Republic Securities Company
BostonBrian McNally is a Managing Director of Estate and Business Planning at First Republic Securities Company.
Mr. McNally specializes in the implementation of comprehensive life insurance programs to achieve financial security and wealth transfer goals. He works with individuals, families and closely held business owners. Within the business owner-market, much of his work focuses on designing strategies for business succession, key person and estate planning. Additionally, Mr. McNally works closely with public and private companies in the nonqualified executive benefits area. His work includes implementing income deferral plans, supplemental pension benefits and split dollar insurance programs.
Prior to joining First Republic in 2018, Mr. McNally began building his insurance business with Northwestern Mutual in 1979. He and several colleagues then went on to create the Atlantic Benefit Group in 1986, offering a broader array of insurance and benefit programs to companies and high net worth families. Throughout Mr. McNally’s 40 year insurance career he has collaborated with lawyers, accountants, investment managers and multifamily offices to better serve his clients.
Mr. McNally earned his a Bachelor of Science degree from the University of Massachusetts and has served on the University of Massachusetts Building Authority as a Board Member.
Wealth Management Experience: Since 1979
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