After a 20 year career on the floor of the New York Stock Exchange serving as President of his own broker/dealer, Brad has joined Merrill Lynch Wealth Management in Hyannis, Massachusetts as a Financial Advisor. Providing a valued service to clients is at the heart of his mission. By utilizing his experience in the industry and combining that with the depth of products and services at Merrill Lynch Wealth Management, Brad is able to deliver customized solutions to clients based on their risk tolerance, time horizon, liquidity needs,  overall investment goals and the costs associated with the recommendation.

"My professional satisfaction comes from helping people achieve their financial goals. I want to be a part of each success story. It involves having a personal relationship with every client."

Brad is a CERTIFIED FINANCIAL PLANNER^™ professional, CFP^®, certified by the Certified Financial Planning Board of Standards, and holds his Series 7 and 66 FINRA registrations. He is a graduate of Colgate University, 1986. Brad currently lives in Vineyard Haven, Ma with his wife, Polly, and two sons, Justin and Finnegan. His interests include golf, skiing, and enjoying tea with his wife.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with The Marthas Vineyard Boys and Girls Club.