Brad takes the time to truly listen and understand what matters most to the families and business owners he serves. He then builds personalized financial plans designed to support their specific goals—whether that’s growing a business, managing cash flow, planning for college, preparing for retirement, or organizing an estate for the future.
He earned his finance degree from Appalachian State University and has been a financial advisor since 2018. Before entering the advisory space, Brad built a successful career in entrepreneurial and sales roles across both multinational corporations and startups. Since joining Raymond James in 2021, he has leveraged the firm’s robust resources, specialized expertise, and respected research to help his clients make informed decisions.
Beyond his work in finance, Brad is passionate about giving back and actively serves his community through various charitable efforts.
Away from work, he enjoys spending time with his wife, Leslie, and their two children, Lander and Van—both recent graduates of Auburn University and the University of South Carolina. He’s also an avid golfer who enjoys fall football weekends and relaxing at the lake with family and friends.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.