Brad Bays

About Brad Bays

For over two decades I have helped clients address their financial concerns and develop…

Experience

1. Partner

   Trinity Capital Management Tcm

   Oct 2011 — Present · Tyler, TX, US

   Trinity Capital Management brings together a diverse team of investment professionals to provide customized, objective, independent and unbiased investment management services to successful individuals, families, endowments/foundations, and corporations. With over 60 years of combined investment experience with the independence to be completely objective when selecting investments, and backed by the broad resources of Wells Fargo Advisors Financial Network, we provide investment management services with one clear, consistent objective: to help clients achieve their financial goals.Customized investment planning and management is an ongoing process of preparing for and reacting to critical financial events. Our resources and experience help you to prepare for such events to keep you on track in the pursuit of your financial and lifestyle goals.Because your situation is often complex, we typically work with your attorney, accountant and other professionals to help design and implement the strategies that can assist you in the pursuit of your goals. Please keep in mind that Trinity Capital Management is not a tax or legal advisor.Throughout life changes as well as market fluctuations we will coordinate the investment planning process for you. The first steps include identifying your risk tolerance and goals, prioritizing them, and crafting a plan to help you realize your vision for the future. We provide ongoing advice for your personalized plan as you pursue your financial goals.

Education

• Stephen F. Austin State University

  Bachelor of Business Administration (B.B.A.), Finance and Accounting

  1987 — 1991