Brian Hetherington is the founder of the Hetherington Group, a leading wealth management team that works with affluent and ultra-affluent families. Brian began his career at Merrill in 1986 as a Financial Advisor in one of the firm's largest offices on Fifth Avenue in New York City. In 1997, he moved to New Canaan to lead the office as its Senior Resident Director. In 2000, he was one of the first advisors to join the newly formed Merrill Lynch Private Wealth Management(formerly known as the Private Banking and Investment Group), which was established to serve the needs of ultra-high-net-worth families. Over the last 34 years, he has built the Hetherington Group into an experienced team of 6 professionals. The team maintains strong, long-term relationships with clients thru an analytical investment approach and high level of personalized client service.
After earning his bachelor's degree from Princeton University, where he played football, Brian went on to attend the Executive Education Program in Value Investing at Columbia University Business School. In addition to his client responsibilities, Brian serves as the team's Managing Partner. He was named to the Forbes America's Top Wealth Advisors list in 2016-2022 (*Published annually Aug – Oct. Rankings based on data as of Mar 31 – June 30 of current year) and the Forbes Best-in-State Wealth Advisors list in 2016-2023 (*Published annually Jan – April. Rankings based on data as of June 30 of prior year). Barron’s named Brian the #3 Private Wealth Advisor in Connecticut in 2023 (*Published on March 11, 2023. Rankings based on data as of September 30, 2021).
In 2020, Brian was honored with Bank of America Corporation’s David Brady Community Service Award for his outstanding client focus and overall commitment to the company and his community. The award is named for David Brady, a financial advisor who died in the terrorist attacks of September 11th, 2001. He was highly respected for putting the client first and giving back to his community. This award not only immortalizes David’s legacy but also rewards employees such as Brian for their continuous hard work in meeting the needs of their clients, colleagues and communities.
Brian and his wife, Jane, reside in New Canaan with their three children. Brian is actively involved in Xavier High School in Middletown, Connecticut where he was a board member. Brian was inducted into Xavier's Hall of Honors and the Middletown Sports Hall of Fame. He is a volunteer for Princeton University's Class of 1985 advancement efforts and is active in the Princeton Football Association. Brian is a past board member and a volunteer for the New Canaan YMCA. He is an active member of his church, where he serves on the vestry. Brian enjoys playing golf, hiking and reading. He is also an avid cyclist and participates in the Closer to Free Cancer Ride.
*Source: The Forbes “America’s Top Wealth Advisors” list, published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30 of current year.
Data provided by SHOOK® Research, LLC. America’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on in person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.
Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published on March 11, 2022. Rankings based on data as of September 30, 2021.
The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
*Bank of America Corporation’s David Brady Community Service Award is named for David Brady, a Merrill financial advisor who died in the terrorist attacks of September 11, 2001. He was highly respected for putting the client first and giving back to his community. The award that bears his name was created in 2007 and seeks to honor individuals within Bank of America Corporation Global Wealth & Investment Management who continue to emulate David’s ethos.
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