Brad Dantzler

AAMS
Managing Director
Senior Vice President, Investments

Brad Dantzler has 24 years of experience as a financial advisor, having joined Raymond James in 2006. One of his outstanding accomplishments is that he has been a President’s Club** member since 2008. The President’s Club is the highest level of a three tier recognition program at Raymond James. Brad’s education includes a Bachelor’s degree in Agricultural Economics from the University of Florida and a Master’s in Business Administration from Nova Southeastern University. He is an Accredited Asset Management Specialist (AAMS), a professional designation awarded by the College of Financial Planning to professionals.

He is active in his church and the community, having served as President of the Winter Haven Chamber of Commerce, Girls, Inc., and as City Commissioner of Winter Haven. He is currently serving as Winter Haven’s mayor and is on the Guardianship Office board. When not at work and participating in his many community activities, he is enjoying his role of doting grandfather and that of being a beekeeper.

Brad is married to Susan, and this year they celebrate their 30th wedding anniversary. They have two grown sons, L.B. and Blake. L.B. works for State Farm in Jacksonville, is married to Colby, and they have two daughters. He graduated from the University of South Carolina where he played baseball. Brad’s younger son, Blake, graduated from the University of Delaware, and is working in Tampa at LGG Advisors as a Field Advisor. Blake is an avid and accomplished tennis player.

 ** Years of membership: 2008 through 2019. Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. No fee is paid in exchange for this award/rating.