Smouni Bradley Group
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
At The Smouni Bradley Group, we work closely with two and three generations of families who've been with us for decades and continue to refer others. While diverse in their backgrounds and achievements, our clients value the intelligence, insights and personal attention we provide. Like our clients, we are passionate about families and building multi-generational relationships.
Who do we serve? Many are specialists and other physicians across the U.S. who are hospital-based, or own their practice. We've also become knowledgeable in assisting business owners up to and through the sale of their enterprises, and a growing circle of divorced and widowed women who can benefit from our care and consideration.
By doing more for fewer clients, we are able to spend more time accounting for the people and passions in a client's life. This allows us to make more enlightened recommendations – the ones that create positive outcomes for decades to come.
Our team is led by two experienced financial advisors. Both hold the CERTIFIED FINANCIAL PLANNER®, CFP® certification from the Certified Financial Planner Board of Standards, Inc.
Beyond managing clients' portfolios, we may suggest cash balance plans and group retirement plans, as well as residential, securities-based, equipment financing and practice-based solutions for physicians through Bank of America. In addition, we also look to coordinate our tax minimization and estate planning services with the efforts of clients' CPAs and attorneys.
On a personal note, our team has a natural affinity for appreciating clients and their families. In fact, a hallmark of our offering is the outstanding service that clients receive. Our knowledgeable wealth management client associates handle questions and requests, in addition to connecting clients with specialist across Merrill and Bank of America.
If you are seeking a sophisticated, high-caliber level of financial acumen and personal attention, we look forward to showing you a rewarding wealth management experience.
CFP®, CPFA®, CPWA®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
