Brad Humphries

About Brad Humphries

I love the challenge of understanding and then putting the puzzle pieces together when there are many different ways that can work considering we all have a different set of pieces. I am fortunate to work with clients and professionals that have different backgrounds, interests, goals and perspectives that provide plenty of opportunities for me to consider another point of view. Day to day work includes Financial Planning, Investment Management, Estate Planning, Trust Services, and Insurance Planning. Through registration and certification requirements I am bound by the fiduciary duty standard of care to put clients\' best interest first and disclose conflicts of interest.

Experience

1. Wealth Management Advisor

   Apollon Wealth Management, LLC

   May 2023 — Present · Columbia, SC, US

   I engage with clients and their advisors to design and manage customized wealth management and advisory strategies, cultivating deep relationships founded on trust and confidence.While facilitating asset growth remains a primary focus, a significant portion of my work is devoted to the strategic positioning and management of distribution plans—ensuring effective and efficient access to funds across retirement accounts, taxable portfolios, multi-generational trusts, and a variety of asset types.Through collaboration with a team of highly qualified internal and external partners, we design and implement plans within a fiduciary framework, instilling confidence that clients are better positioned to achieve their financial goals, including the resilience necessary to navigate unexpected life or market events.

Education

• Coastal Carolina University

  Mathematics

  2002 — 2004

• Clemson University

  Bachelor of Arts (B.A.), Mathematics & Business

  2005 — 2006