Brad is a financial advisor with Raymond James Financial Services, Inc. and has been in the financial services industry since 1999. He is a Summa Cum Laude graduate of the University of Albany and was recognized as "The Outstanding Graduating Senior in the School of Business." Brad works with clients to help them simplify their financial lives and specializes in retirement strategies. He is a 2004 graduate of the Leadership Orange program and formerly served on their Board of Directors. He is an active member of the Middletown Kiwanis club and has volunteered for the Habitat for Humanity of Greater Newburgh.
In 2014, Brad was a "2014 Orange County Rising Stars Award" winner1 recognizing those who have displayed outstanding leadership skills within the community. In 2012, he was awarded as a "Raymond James Financial Services 2012 Rising Star" in recognition of exceptional success in the growth of business and meeting the investment needs of valued clients. Brad also was awarded as a "2011 Dutchess County Regional Chamber of Commerce 40 Under 40 Shaker" winner2, an award bestowed upon those who have a strong commitment to the Hudson Valley.
In his free time, Brad enjoys baseball, golf, and spending time with his wife and two children. Brad also coaches for the Town of Wappingers Little League.
1. The Rising Stars Award is presented each year to individuals between the ages of 21 and 40 years who live, work, or volunteer in Orange County. These up and coming leaders possess such qualities as achievement, experience, innovation, vision, and leadership.
2. A selection committee, comprised of former honorees, judge nominations based on professional and community achievements.
Raymond James is not affiliated with the above organizations and/or charitable causes.