• Bradley Smith

    Wealth Advisor

Brad has a passion for helping people. He believes that financial wellness plays a huge role in giving people the ability to live out their purpose as well as benefitting family health. The small decisions people make now can impact the rest of their lives as well as the lives of those they care about the most.

Brad grew up in the Northeast of England but has called Northeast Ohio his home for over 22 years. He brings a history of serving, compassion, and educating to our firm. Brad comes to us from Edward Jones Investments where he was a financial advisor. Before that, he worked for The Salvation Army, holding positions as an Accounting Specialist, Youth Pastor, and Ministries Coordinator.

Brad earned his Bachelor of Science degree in Mathematics from the University of York, England, where he also represented the University in four different sports. He later acquired his Series 7 and Series 66 securities licenses as well as his insurance license. He is currently studying for his Certified Financial Planner designation.