Brad Kerr is a Senior Investment Portfolio Analyst at Weingard Wealth Management of Raymond James, where he plays a key role in supporting the team’s financial planning, investment strategy, and portfolio management efforts. A natural collaborator and relationship builder, Brad is deeply committed to fostering trust and teamwork—qualities that define both his professional approach and personal values.

Born in Boca Raton, Brad earned his Bachelor of Business Administration from Stetson University, majoring in Finance with a minor in Business Law. His academic foundation, combined with a strong sense of empathy and service, has shaped his dedication to helping clients and colleagues alike navigate complex financial decisions with confidence and care. He is currently completing the final course toward becoming a CERTIFIED FINANCIAL PLANNER™ professional, further underscoring his commitment to comprehensive, client-focused planning.

Brad brings over a decade of experience in relationship management, client service, and wealth advisory roles, having spent the majority of his career with private wealth management firms in Boston, Orlando, and Boca Raton. Whether working directly with clients or collaborating with colleagues to oversee and execute plan design, implementation, and processing, he brings a spirit of partnership and purpose to everything he does. Those who interact with Brad find him to be a consummate professional.

Outside of work, Brad is a devoted family man, married to his high school sweetheart and the proud father of two young children. In his free time, he enjoys fishing at the lake with his kids, staying active at the gym, and traveling with his family to experience new destinations.