Brad’s career experience spans a diverse background of entrepreneurship in Construction Management, Architecture, and Financial Services. Brad is a founding partner of Crescent Point Private Wealth in Glastonbury, CT. As a Certified Financial Planner™ professional, he has attained the prestigious CFP® certification, one the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. Brad continued his educational advancement in financial services by also attaining the AIF® - Accredited Investment Fiduciary designation. Brad has spearheaded the growth of Crescent Point Private Wealth by recruiting highly qualified advisor teams to open additional offices in Greenwich and Avon, CT.
Brad applies his extensive knowledge to help clients with all their essential financial matters as part of the financial planning process, including estate planning, cash flow management, retirement income planning, liability management, investments, and wealth transfer strategies. His relationships with clients typically grow into trusted friendships and have become the pride and fulfillment of his work.
Brad started his career in Wealth Management at Merrill Lynch in 2001 and migrated his team to Morgan Stanley in 2008 just before Merrill Lynch was purchased by Bank of America. At Morgan Stanley, he held the position of First Vice President, Portfolio Management Director, and Family Wealth Advisor.
Prior to his financial services career, Brad learned the carpentry trade at Bradford Builders, Inc., a residential home construction company founded by his parents. He later joined Garlinghouse, Inc., a national architectural design and marketing company, starting as Design Director and ending his tenure as Chief Operating Officer, facilitating the sale of this 93-year-old family business. He is a graduate of the University of New Hampshire, earning his degree in Civil Technologies.
Brad believes strongly in supporting his community. He has served as Chairman and board member of the Indian Valley YMCA in Ellington, Connecticut. He also serves on the board of Welles Country Village, an assisted living facility in Vernon, Connecticut, and he is currently the President of the Board of Governors at Ellington Ridge Country Club. Outside of work and community projects, Brad leads a fulfilling life with his wife Noele and his adult children, CJ and Jack and two rescue labs, Phoebe and Chance. He is an outdoor enthusiast and enjoys activities such as golf, boating, fishing, clay and wing shooting sports. He spends quality time traveling with his family and friends and is philanthropic with American Lab Rescue and IVY YMCA.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.