Brad Collar

Brad Collar has been a Wealth Management Advisor in the Grand Rapids Merrill office since 1990. As a Wealth Management Advisor, Brad focuses on total wealth management and provides solutions based on the clients risk tolerance, time horizon, liquidity needs, and overall investment goals. Costs are also taken into consideration. Brad has a defined process by which he works with each client. He insists on understanding the specific situations of the people he works with; thereby being able to establish objectives, develop an appropriate strategy, recommend advice, and review the progress we are making together toward reaching those goals and objectives.

With Brad, clients can expect to receive personalized advice and access to the specialized investment services required by sophisticated investors. Brad meets regularly with clients to help ensure their financial lives are consistent with their personal circumstances.

Once your wealth management plan has been implemented, Brad will periodically review your plan's progress with you to help make certain that its strategy remains aligned with your overall financial needs. By having a plan and a process in place you should be less effected by extraneous event driven decisions. He has access to a wide range of Merrill specialists whose experience can be drawn upon to execute strategies that help meet your unique financial objectives.