Brad Wiss
,

Vice President, Resident Director - Wealth Management Advisor

110 N Wacker Dr
Chicago, IL 60606
312.269.5113
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I take into account each client’s ‘human capital’—the skills, experience and attributes that influence an individulas financial potential—to recommend the wealth management strategies that will correlate well with the way each client accumulates and maintains their wealth. I am committed to helping clients pursue financial goals in a way that looks beyond their current assets to what they can achieve
Profile

Philosophy: Brad takes into account each client’s ‘human capital’—the skills, experience and attributes that influence their financial potential—to recommend the wealth management strategies he believes will correlate well with the way they accumulate and maintain their wealth. He is committed to helping clients pursue financial goals in a way that looks beyond their current assets to what they can achieve. 


Experience:  Brad launched his career with Gelber Group, a prominent Chicago trading firm, in 2011. He joined Merrill Lynch Wealth Management in 2016 after four years as a financial advisor at Morgan Stanley.  Brad is dedicated to building long-term client relationships, and he anticipates helping clients transfer wealth to the next several generations.           


Approach: Brad describes himself as a “hands-on” advisor who strives to be available and attentive to clients’ service needs.  He enjoys educating clients about their finances and looks forward to conversations about their wealth management concerns.   


Designations: Brad is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.  He also holds the Certified Divorce Financial Analyst, CDFA® professional designation.


Community service: Brad has run the Chicago marathon to raise funds for the Lake Shore Animal Shelter and Back on My Feet, an organization that assists homeless people in achieving independence.  He previously served on the advisory board of Back on My Feet.  Brad also volunteers with the Chicago chapter of the National Tourette Syndrome Association and has helped plan the organization’s annual golf fund-raiser.  


Personal interests: Raised in Colorado, Brad enjoys the outdoors and especially mountain sports. He is an avid golfer as well as a marathon runner.   
 

Education: Brad earned a bachelor’s degree from Indiana University.

About Me
Welcome

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 help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Kenneth C Rohr,

CDFA®,CFP®

Registered Senior Wealth Management Client Associate
312.269.5033
About Merrill

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.

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Bradley Wiss is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.