Brad is a Financial Advisor with Merrill Lynch, located in Pasadena, California. He works with diverse clientele, including individuals, business owners, executives, professionals, and multigenerational families. Leveraging the broad capabilities of Bank of America and Merrill to offer comprehensive financial solutions, collaborating with clients' family tax and legal advisors, and other key members to gain a thorough understanding of their financial landscape. This holistic insight allows Brad to develop tailored financial plans that cater to both short-term objectives and long-term goals.
Brad's approach involves guiding clients through each step of their financial journey, providing experienced insight and adjusting personalized plans to adapt to ever-changing market conditions. His commitment to helping clients achieve their goals ensures they receive the guidance and support necessary to navigate complex financial decisions confidently.
A native of the San Gabriel Valley, Brad earned his bachelor's degree in business administration with a minor in psychology from the University of Arizona. Outside of his professional life, he enjoys weightlifting, cooking, traveling, and spending quality time with friends and family.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions—listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I can help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping to manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
