Sophie Bradshaw
Demystifying Personal Finance & Empowering Confident Financial Decisions
- Role
- Chief Wealth Officer at Tower View Wealth Management Llc
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Sophie Bradshaw
As Chief Wealth Officer at Tower View Wealth Management, I lead our firm’s financial planning and wealth management services. I work with individuals and families to help them make informed financial decisions and stay aligned with their long-term goals.Tower View Wealth Management is an independent Registered Investment Adviser offering comprehensive wealth management services. I oversee financial planning, while our CEO and CIO, Raman Ghei, CFA, leads investment management. Together, we serve clients across a range of asset levels, with a focus on those seeking a personalized and collaborative planning experience.My responsibilities include:• Overseeing all aspects of the firm’s financial planning process and client deliverables• Managing client relationships and coordinating with attorneys, CPAs, and other professionals• Developing systems and workflows to support an efficient and consistent client experience• Supporting business development and firm growth initiativesI am a CERTIFIED FINANCIAL PLANNER™ professional committed to fiduciary standards and ethical practice. I am passionate about topics related to women’s wealth and financial decision-making, and I volunteer with organizations that promote financial education and empowerment.Tower View Wealth Management LLC is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Tower View does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third-party content, services, products, or information, or for the collection or use of information regarding the website’s users and/or members. The opinions expressed herein are those of certain Tower View Wealth Management personnel and are subject to change without notice. Public comments on this page are not moderated, sorted, or edited for content. However, Tower View may remove or edit posts that contain personally identifiable information, misinformation, or inappropriate content.
Experience
Chief Wealth Officer
Tower View Wealth Management Llc
Nov 2024 — Present · Milwaukee, WI, US
Working closely with executive leadership, I drive the firm\'s wealth management vision while ensuring exceptional service delivery and maintaining the highest fiduciary standards for our clients.
Education
Northwestern University
CERTIFIED FINANCIAL PLANNER™ Certification Education Program, Financial Planning and Services
University of Wisconsin-Madison
Bachelor of Science, Human Development, Family Studies, and Related Services
2015 — 2019
IES Abroad-Barcelona
Business, Literature, and Pyschology
University of Wisconsin-Madison
Certificate, Education and Educational Services
Skills
- Scheduling
- Spreadsheets
- Microsoft Office
- Supply Ordering
- Organizational Effectiveness
- Leadership
- Logistics Management
- Microsoft Excel
- Annual Reports
- Microsoft Word
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