Brad Marcotte bio image.

Bradford Marcotte

Registered Business Coordinator

“My goal is that each interaction that clients have with the firm is an exceptional one.”

Brad is the first point-of-contact for clients in his current role, focusing on client communications, operational transparency and excellence, and smooth transfer of funds along with implementation of financial plans. He helps to ensure a high standard of client service.

His friendly exterior is matched by a quiet intensity to make sure clients’ intentions are carried out.

Brad grew up in Duxbury, Massachusetts, where he was a competitive athlete in multiple sports, including lacrosse, hockey, football, and swimming. He continued his athletic pursuits in college and walked on the lacrosse team at Ohio Wesleyan University. His senior year he was voted captain and was awarded the Unsung Hero Award. Brad graduated with a Bachelor of Arts Degree from Ohio Wesleyan University with a major in Economics and a minor in Psychology.

After graduating college, Brad moved to Columbus, OH and started working at Raymond James. He has acquired his Series 7 and Series 66 licenses, and is currently studying for his insurance license. He now lives in Boston, MA where he can freely cheer on the New England and Boston sports teams with his family and friends (Go Patriots!). In his free time, Brad has been training for a marathon, enjoys working out, and loves searching for new places to eat at in the Boston area.

Raymond James is not affiliated with the above organizations and/or charitable causes.