With more than 10 years of experience in the financial services industry, Brad applies his specialized knowledge to help investors navigate the myriad of investment options – all while delivering a high level of service fueled by his personal commitment to clients.
From financial planning to comprehensive portfolio management, Brad’s recommendations are made solely with his clients’ best interests at heart. As your advisor, he’ll work hard to help you pursue your financial goals and mitigate your risk. No matter what questions or concerns you may have, he’ll address them promptly, completely and truthfully. You can also count on him to provide all the information you need to make informed decisions, based on realistic expectations, about your investment needs.
Brad joined Raymond James in 2020 after 10 years with UBS and Edward Jones. As a Raymond James advisor, he has access to the financial expertise and services of one of the largest independent full-service financial firms not headquartered on Wall Street. In addition to his industry experience, Brad holds a bachelor’s degree from Centre College and an MBA from the University of Louisville.
Brad lives in Lexington, Kentucky, with his wife, Meghan, and their two daughters, Willa and Lucy. When he’s not in the office, he enjoys playing golf and coaching soccer.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.