Our Team Brad Hudson, CFP®, CIMA®,AIF® Sound Harbor Founder/ Senior Client Advisor 910-399-7765 email@example.com Brad has been a Financial Advisor for over 18 years. He joined Raymond James Financial Services (RJFS) as an independent financial advisor in February of 2006, and most recently was honored as being ranked by Forbes as a Best-in-State Wealth Advisor**. He was awarded membership in the Executive Council* in each year from 2009 through 2014 and awarded membership in the Leaders Council* in each year from 2015 through 2019. He was invited to attend the Raymond James Institute of Investment Management Consulting in 2006 and 2007. He completed levels I and II of advanced investment training, passed a comprehensive examination and earned the designation of Investment Management Consultant. He has attended due diligence meetings with a number of investment firms including Lord Abbett Investments, DWS Scudder, Hartford Financial, Goldman Sachs, J.P. Morgan, Lincoln Financial, American Century Funds and Russell Investment Group. In 2008, Brad obtained his registered principal license and opened an independent branch of RJFS. In 2010, Brad was awarded the designation of Certified Investment Management AnalystTM from IMCA and the Wharton School of Business at Pennsylvania University and in 2018, Brad obtained his Accredited Investment Fiduciary TM designation through Fi360.Making up less than 1% of all Raymond James advisors, Brad is a member of the Raymond James Retirement Plan Advisory Council (RPAC). RPAC is a select group of financial advisors who are dedicated to offering the guidance plan sponsors need to carry out and oversee their mission and establish and uphold a standard of care for serving institutional and retirement plans. Based nationwide, this dedicated group of advisors has made institutional and retirement plan consulting clients its primary focus and continually develops and adheres to best practices and well-established fiduciary standards that their clients can rely on. Membership in RPAC is by invitation from the Raymond James Institutional Fiduciary Solutions Group and qualifications are based on size and scope of relevant clients and assets as well as industry credentials and compliance records.Brad is also a member of the Raymond James Discretionary Advisor Program (DAP) which is reserved for Advisors who demonstrate certain standards of care and prudent process as part of their commitment to their client by using discretion as a core business practice. Criteria for approval includes Regulatory Registration and Review, Investment Strategy, Industry Experience, Investment Management Training and/ or Professional Designations, Required Firm Training and size and scope of relevant clients and assets.Through the Institute for Investment Management Consulting (IIMC), Brad is a member of the Portfolio Management Group (PMG). PMG is an exclusive organization established in 2010 through the IIMC which recognizes advisors who are extraordinarily committed to portfolio development as a significant part of their practice.Prior to joining RJFS, Brad was employed by Morgan Stanley as a financial advisor. During his five years of employment with Morgan Stanley, Brad obtained all the necessary licenses to operate as a financial advisor, earning the CERTIFIED FINANCIAL PLANNER™ certification as well as the Estate Planning Consultant designation offered through The American College. Before leaving, he was also honored as one of the top 500 Advisors in the firm.Before starting a career in financial services, Brad served as Administrator of Distribution Services in Greenville, North Carolina for what is today Cardinal Healthcare and was responsible for coordinating the logistics of medical supply delivery to the 16 hospitals and surgery centers in Eastern North Carolina. He graduated Magna Cum Laude from East Carolina University with a Bachelor of Science in Business Administration, concentrating in financial services and corporate finance. He is an active member of Phi Sigma Pi, National Honor Fraternity, and First Baptist Church, Wilmington, North Carolina. He currently serves as the chair of the Unlock Hope committee for The Harrelson Center and is on the Board of Trustees for Coastal Horizons Center.Brad and his wife Cindy have lived in the Wilmington, North Carolina, area since 2001 with their four wonderful kids, Bailey, Cole, Dalton, and Gavin. Education Specific to Financial ServicesAttained:Accredited Investment Fiduciary TM2018Certified Investment Management Analyst TM (CIMA®) 2010Registered Principal2008Investment Management Consultant2006CERTIFIED FINANCIAL PLANNER™ (CFP®)2005Estate Planning Consultant2005Insurance Agent (Life, Disability, LTC)2001BSBA with a concentration in Financial Services1999 Licenses: Series 9/10 – General Securities Sales Supervisor2008Series 3 – National Commodity Futures2002Series 31 – Futures Managed Funds2001Series 66 – Uniform Combined State Law2001Series 7 – General Securities Representative2001 Karen Neuwirth Registered Client Service Manager 910-399-7765 866-550-8542 firstname.lastname@example.org Karen Neuwirth joined Raymond James as Office Assistant in April 2010 bringing a wealth of administrative experience with her. She was promoted to Office Manager in August 2010. Upon attaining her securities licenses in 2014, her title was changed to Registered Client Service Manager.Prior to joining Raymond James, Karen worked for CP&L/Progress Energy in both Wilmington and Raleigh where she won numerous awards for work on various project teams. She also worked in the mortgage industry for a number of years.Karen graduated Summa Cum Laude from N. C. Wesleyan College with a B.S. in Business Administration in May 2000.Karen is an active member of St. Andrew’s On-the-Sound Episcopal Church and she is a native Wilmingtonian.In her spare time, she loves spending time with her dog Pickett, going to the beach, dancing, and reading.Licenses: Series 66 – Uniform Combined State Law2014Series 7 – General Securities Representative2014 Rebecca Crouch Client Services Associates 910-399-7765 866-550-8542 email@example.com Rebecca Crouch joined Sound Harbor as a Client Services Associate in 2014. She previously worked as a Project Manager with IBM for 10 years in Research Triangle Park.Rebecca graduated from the University of North Carolina at Wilmington in 1997 with a BS in Information Systems and Operations Management.Rebecca and her husband, Davis, returned to Wilmington in 2004 with their 2 kids, Katie and Jackson, and their menagerie of animals. Chad Slate Wealth Partner, SHWP 910-399-7765 stx 102 866-550-8542 chad.slate@RaymondJames.com Chad is a licensed Financial Advisor with Raymond James Financial Services and a proud Wealth Partner with Sound Harbor Wealth Partners.Chad has called Wilmington home since 1989 when he first entered UNC Wilmington as a Freshman. He went on to complete both his undergraduate and graduate studies at UNCW. He received his MBA from the Cameron School of Business in 2003. Chad is married to Pamela Fortenberry-Slate and they have raised two children, Jacob and Katie. Chad and Pam have spent a great deal of time travelling the world extensively and receive a lot of joy from helping people from developing countries as well as here at home.Chad and Brad Hudson have worked together periodically since they became friends in 2003. Chad is excited to be a part of the incredible Sound Harbor Wealth Partners team that has created a name for itself for its high levels of integrity and outstanding customer service. *Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.**Forbes Best-In-State Wealth Advisors 2019The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.