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Austin Bradford
Senior Resident Director, Senior Vice President @Merrill Lynch
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WORK HISTORY
Senior Resident Director, Senior Vice President @Merrill Lynch
Highly regarded in the wealth management industry and by a loyal clientele, the Whiting Bradford Wealth Management Group offers a legacy of experience, professional discipline and concierge-like attention.With \"retirement\" a key concern for many clients, we develop income and growth strategies with a focus on diversification and cost efficiency, as well as Social Security and health considerations. In addition, the team coordinates with clients\' CPAs and attorneys to align tax minimization and estate planning strategies.Working with multiple generations of families, the team\'s high standard of client care includes visiting clients in their homes, talking early in the day, late in the evening, and returning calls promptly. The Whiting Bradford Wealth Management Group also strives to \"be there\" for clients during difficult times – when the value of a financial advisor can best be measured – and commits to making sure that assets will \"be there\" when clients need them.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
EDUCATION
Auburn University
Bachelor's Degree
ABOUT AUSTIN BRADFORD
In 2009, I launched my career with Merrill Lynch Wealth Management. Since 2012, I\'ve been fortunate to serve an impressive clientele alongside Palmer Whiting, as a partner of the Whiting Bradford Wealth Management Group.Often, we\'re a client\'s \"first\" full-service advisor. They may have investments scattered in different places, with no strategy for optimizing them. That\'s why we \"begin at the beginning\"– creating organized structures for helping manage those assets and optimizing their overall wealth.WHO DO WE SERVE?Business owners, physicians, attorneys, retirees, and others who\'ve recently been divorced or lost a loved one.Retirement is a key concern for many clients, which is why we develop risk-averse income and growth strategies that focus on diversification and cost efficiency, as well as Social Security and health considerations.WHAT CHARACTERIZES OUR APPROACH?• We ask about everything. By appreciating clients\' aspirations and concerns, we can develop recommendations that satisfy their comfort with volatility and need for liquidity, based on the years available to pursue specific goals. We also help clients understand their role in staying on course, by budgeting, saving or both.• We look at everything– from trust documents and insurance policies, to investments held elsewhere.• We stay current with clients and the markets. Beyond initial client consultations (where we establish portfolios and goals), we conduct periodic reviews (when adjustments are made based on clients\' evolving needs).WHAT MAKES ME PROUD?• My wife, Stephanie, and our children.• Being active in the Mobile community.• Serving people, not just their portfolios.• Using my knowledge to help bolster the strength of clients\' wealth and their comfort with the road ahead.• Developing collaborative strategies with clients for investments, retirement, concentrated stock, education funding, wealth transfer, and business succession.
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