Brad has been a financial advisor for over 20 years, and he has a track record of excellence. He has been named to the prestigious Forbes list of Best in State Wealth Advisors every year since 2019 and has been awarded membership in either the Chairman's, Leaders', or Executive Council* every year since 2009.
Dedicated to advanced and ongoing training, Brad holds various certifications, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Estate Planning Consultant, Certified Investment Management Analyst™ (CIMA™), Investment Management Consultant Level II, Accredited Investment Fiduciary TM (AIF®), Raymond James Retirement Plan & Institutional Advisory Council (RIAC) member, approved Raymond James Discretionary Advisor, and Portfolio Management Group member.
Brad graduated Magna Cum Laude from ECU with a BS in Business Administration, with a double concentration in Financial Services and Corporate Finance. He is a member of Phi Sigma Pi National Honor Fraternity and First Baptist Church, Wilmington. He has served with several local charities in the community in various capacities throughout the years.
Brad and his wife, Cindy, have called Wilmington home since 2001, and they are the proud parents of four wonderful kids: Bailey, Cole, Dalton, and Gavin. In his free time, Brad enjoys most things outdoors, including Scuba Diving, Cycling, Running, Dirt Biking, Snow Skiing, Wake Boarding, Off-Shore Fishing, and is currently training for his Pilot's license.
For award and designation disclosure, please see the Disclosure page