Brad

About Brad

Most financial decisions are made gradually over time, often tied to a different stage of…

Experience

1. Financial Advisor

   Merrill Lynch

   Jun 2019 — Present

   As a Financial Advisor at Merrill Lynch Wealth Management, I take a personalized, client-first approach to wealth management. Your financial journey is unique, and my goal is to understand what truly matters to you, your goals, aspirations, and values, so we can build a tailored strategy that supports your long-term success. When you work with me you can expect:1. Holistic Wealth Management- We take a big-picture approach, considering everything from investments and retirement planning to estate and tax strategies. This helps ensure all aspects of your wealth work together to support your future.2. Customized Financial Strategies- Your financial strategies should be as unique as you are. We design investment and planning strategies tailored to your risk tolerance, time horizon, and personal objectives, leveraging Merrill\'s extensive resources to stay on track.3. Proactive and Transparent Communication- Markets change, life evolves, and financial plans need to adapt. I prioritize clear, consistent communication, keeping you informed on market trends and adjustments that may benefit your financial strategy. Collaborative Approach- We work closely with your accountants, attorneys, and other professional advisors to help ensure your financial strategy is cohesive, aligned, and optimized for your needs.*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.

Skills

• Communication
• Social Media
• Quickbooks
• Leadership
• Accounting Information Systems
• Project Management
• Consulting
• Consumer Marketing
• Analytical Skills
• Market Analysis
• Data Presentation