Brad Little

Managing Partner at TL Private Wealth

Role
Managing Partner at Tl Private Wealth
Location
Roanoke, TX, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

Experience

  1. Managing Partner

    Tl Private Wealth

    Jun 2013 — Present · Dallas-Fort Worth, TX, US

    TL Private Wealth is a boutique Wealth Management firm serving a select group of individuals and families. We ensure that high-net worth families preserve and protect the legacies they\'ve worked to build. Our team can help facilitate retirement planning, investment management, estate planning, and comprehensive financial planning.

Education

  • The University of Texas at San Antonio

    Bachelor of Arts (B.A.)

Skills

  • Estate Planning
  • Strategic Financial Planning
  • Asset Allocation
  • Personal Financial Planning
  • High Net Worth Individuals
  • Investment Strategies
  • Retirement Planning
  • Investment Portfolios
  • Investment Management
  • Wealth Management Services

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Brad Little — Managing Partner at Tl Private Wealth in Roanoke, TX, US | Unifers