Dedicated to delivering deeply personalized client service, Brad’s wealth management approach begins with listening to and understanding his clients’ needs. He then works closely with each of them to create comprehensive financial plans that are thoughtfully aligned to their distinct circumstances.
Brad believes that successful client-advisor relationships are rooted in meaningful connections based on mutual trust. That’s why, whether helping families or business owners, he makes it a priority to get to know his clients’ goals, fears and aspirations.
Brad, who holds a financial degree from Appalachian State University, previously served as a financial advisor at Merrill Lynch. He also enjoyed an illustrious career in various entrepreneurial and sales roles across both multinational corporations and small startups. Now that he’s been a part of Raymond James since 2021, Brad applies the firm’s breadth of resources, dedicated specialists and renowned research to benefit his clients.
Away from the office, Brad enjoys time with his wife, Leslie, and their twins, Lander and Van, who attend Auburn University and the University of South Carolina, respectively. Golfing, attending fall football games and visiting Lake Keowee with friends and family are also among his favorite pastimes. Keen on giving back, Brad is proud to support a number of local initiatives and charitable organizations, including Meals on Wheels.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.