Professionally Speaking
Welch Financial, Inc.Welch Financial is independent of Raymond James Financial Services.

Brad Welch & Raymond James Committed to the Highest Standard.

Client Relations are Built on Trust and Honesty – Brad has Proved this to his Firm, Community, and Clientele for over 25 Years

  • Brad graduated from Duke University in three and a half years with an Economics Degree, while playing varsity tennis. He went on to complete the Security Industry Association's three-year Executive Program at the Wharton Graduate School of Business.

  • Brad affiliated with Raymond James in 1991 focusing his financial planning and investment management practice on high net worth families, business owners and professionals.

  • Brad Welch services a high net worth clientele who's average family relationship is over $2 million.

  • Brad's practice is built on a solid foundation of excellent investment results, client service, in-depth industry knowledge, and absolute integrity

Raymond James

When asked why he chose Raymond James, Brad explains, "Our local headquarters is an invaluable resource for our clients. Where outside of New York City can a financial advisor own his own financial planning business while at the same time have access to a top national firm right in their backyard?  Best of all it's Raymond James is located just twenty minutes from our office so I get to know the associates that service our client's accounts."

Assisting High Net Worth Individuals
in Achieving Their Financial Goals

Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights

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.

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Brad Welch Financial Advisor & Branch Manager, RJFS
711 South Howard Avenue
Suite 200
Tampa, FL 33606
Phone: 813-254-9000
Fax: 813-254-9660
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