Brad Worsham Crpctm

Financial Advisor @Edward Jones

Charleston, SC, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2014 — Present

Financial Advisor @Edward Jones

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I\'m a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My branch office administrator, Claire Smith, and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit for more information.

EDUCATION

2006 — 2010

University of South Carolina

Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

SKILLS

Key Account ManagementSales OperationsCustomer ServiceTraditional IrasCateringBusiness Retirement PlansNew Business DevelopmentRetirement Account ConsolidationForecastingCold CallingKey Account DevelopmentSales ManagementRoth IrasEstate and Trust ServicesEducaiton SavingsMarketingPricingManagementMicrosoft OfficeSalesFoodInvestor Education Programs

ABOUT BRAD WORSHAM CRPCTM

Financial Advisor | Focusing on solutions for IT and Healthcare Professionals

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Brad Worsham Crpctm — Financial Advisor at Edward Jones in Charleston, SC, US | Unifers