About
Brad
Brad works with clients on all aspects of wealth management, focusing on goal planning, investment strategies to meet their financial goals, and building lasting relationships with all clients.
Prior to joining Focus Partners Wealth, Brad served as a Client Service VP with Churchill Management Group, an Investment Consultant with TD Ameritrade, and a Business Development specialist with Charles Schwab.
Brad is a Florida native. He enjoys most outdoor activities, including endurance sports and spending beach time with family and friends.
Education and Professional Milestones
-Florida State University - bachelor’s degree in finance
Brad works with clients on all aspects of wealth management, focusing on goal planning, investment strategies to meet their financial goals, and building lasting relationships with all clients.
Prior to joining Focus Partners Wealth, Brad served as a Client Service VP with Churchill Management Group, an Investment Consultant with TD Ameritrade, and a Business Development specialist with Charles Schwab.
Brad is a Florida native. He enjoys most outdoor activities, including endurance sports and spending beach time with family and friends.
Education and Professional Milestones
-Florida State University - bachelor’s degree in finance