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Professionally Speaking
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About Us
Professional - Brad Welch began his career on Wall Street in 1981 as a runner on the floor of the Gold Exchange in the World Trade Center in New York City. By 1990, and still in his twenties, Brad had worked his way up to Senior Vice President and Branch Manager for the second largest office in the country of Wheat First Butcher Singer. In the fall of 1991, Brad joined Raymond James as a First Vice President of Retirement, Investment and Financial Planning at RJ's headquarters in St. Petersburg, Florida. In 1994, Raymond James & Associates made Brad a member of their President’s Club*. In 1995, Brad became a registered principal of Raymond James Financial Services and in 1996 became a member of their Executive Council*. Education - In 1982, Brad graduated from Duke University in just over three years with an economics degree while playing varsity tennis for the Blue Devils. In 1990 he went on to complete the Security Industry Association's three year executive program at the University of Pennsylvania's Wharton Graduate School of Business. In 1992, he finished Raymond James’ five-part financial planner series with emphasis on retirement plans, insurance management, estate planning, investment planning, and income tax planning.
As Office Manager, Sally focuses on achieving the objective of Raymond James to “provide the highest level of service.” Building and implementing systems for exceptional customer service is the hallmark of our office and differentiates our business from other financial service companies in the Bay area. Sally serves as a business partner to Brad in identifying, evaluating and executing strategies to improve all systems for superior efficiency and service levels throughout the company. Professional – In 1988, after seven years as IBM’s lead account manager for all national locations of USAir and Amtrak while also managing branch training, Sally formed Welch Consulting, Inc., a firm specializing in corporate training. Welch Consulting clients included dozens of fortune 500 companies. Sally also served as the Director of Training for several Wall Street Companies for many years. About Raymond JamesRaymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
Raymond James Financial was named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney. For more information, visit raymondjames.com. SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. |
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. © 2012 Raymond James Financial Services, Inc., member FINRA / SIPC Privacy Notice |
711 South Howard Avenue
Suite 200
Tampa, FL 33606
Phone: 813-254-9000
Fax: 813-254-9660
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