Bradford Flowers,
AIF® Managing Director Private Wealth AdvisorIn his practice, Brad focuses on serving the specialized, sophisticated financial needs of ultra-high net worth clients and their families. Ultra-high net worth individuals have distinct opportunities, but also face significant challenges. Through his work, he seeks to execute on those opportunities while mitigating the risks.
Brad is well versed in topics related to significant wealth, including family governance, intergenerational wealth transfer, tax-efficient investing, trusts, investing banking and investment strategies available only to qualified investors. Many of his clients are business owners – particularly whose wealth derives from service companies – institutions and families of significant wealth.
Among the collaborative Madison Street Advisors of Raymond James team, Brad brings a particular focus on asset management, the active investment management of clients’ investment strategies in response to their changing goals and marketing conditions.
Brad earned a Bachelor of Science in Business Administration from the University of Alabama and a Master’s degree in finance from Creighton University. He has earned and maintains the Accredited Investment Fiduciary® professional designation which focuses on the fiduciary standard of service.
Brad has also earned the Private Wealth Advisor designation from Raymond James, an invite-only program for advisors who serve the sophisticated needs of highly resourced clients and their families.
Brad is originally from Decatur, but now resides in Hunstville with his wife, Kelly. The couple has two children. Outside the office, Brad enjoys working on his farm, trout fishing and playing music. Brad has served on many boards in Huntsville and currently serves on the Board of Land Trust North Alabama. He is a graduate of class L32 With Leadership Greater Huntsville.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
Raymond James is not affiliated with the above organizations and/or charitable causes.