Brad has 18 years of experience in the financial services industry and is a founding partner of Crescent Point Private Wealth. As a CERTIFIED FINANCIAL PLANNER™ professional, he has attained the prestigious CFP® certification, one of the most respected financial planning credential among consumers and the recognized standard of excellence in personal financial planning.
In addition to financial planning, Brad applies his extensive knowledge to helping clients with other essential financial matters such as cash flow management, retirement income planning, estate planning, liability management, asset management and wealth transfer strategies.
Previously, he worked at Merrill Lynch and Morgan Stanley, where he held the position of First Vice President. Prior to his financial career, Brad was the Chief Operating Officer of Garlinghouse, Inc., a national architectural design and marketing company. He is a graduate of the University of New Hampshire.
Brad believes in supporting his community. He has served as Chairman and board member of the Indian Valley YMCA in Ellington, Connecticut, and as a member of the YMCA’s Eastern Regional Major Gifts Committee. He also serves on the board of Welles Country Village, an assisted living facility in Vernon, Connecticut, and is Vice President and an Executive Committee member of the Board of Governors of Ellington Ridge Country Club.
He enjoys spending time and traveling with his family and friends and spectating at all of his kids sporting events and activities.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.