Bradley Kushner
Bradley Kushner, a seasoned financial advisor based at Merrill's Flagship office in New York City, focuses on wealth management and financial planning. With extensive experience, he helps clients navigate complex financial environments, optimizing their portfolios for growth and stability.
Bradley's approach is holistic, drawing on the expertise of his team of financial specialists and leveraging the resources of Merrill and Bank of America. He combines a comprehensive understanding of clients' goals with meticulous financial analysis to develop tailored strategies. This helps to ensure that each client's financial plan aligns seamlessly with their unique aspirations, providing a solid foundation for their future.
Bradley offers a range of services, such as:
- Short and Long-Term Financial Strategies
- Investment Management
- Alternative Investment Strategies
- Cash Management
- Retirement Planning – Individual and Company
- Equity Compensation Management
- Concentrated Stock Management
- College Education Planning
- Trust and Estate Planning Services through Bank of America
- Wealth Transfer Strategies
- Credit and Lending through Bank of America
Bradley works with a diverse range of clients, including entertainment industry professionals, corporate executives, entrepreneurs, attorneys, real estate agents, marketers, bankers, and doctors.
In addition to his professional experience, Bradley holds a Bachelor of Science from Northwestern University, an MBA from Pepperdine University, and FINRA's Series 7 and Series 66 registrations. A New York native, he has had the privilege of residing in Los Angeles and Chicago before returning to Sleepy Hollow, NY, with his wife and two children.
Central to my mission is guiding individuals and businesses toward sustainable wealth creation with minimized risk exposure. Crafting bespoke financial strategies aimed at harnessing your wealth to realize diverse goals - be it securing a fulfilling retirement, fortifying wealth, navigating significant investments, optimizing estate plans, managing cash, or fostering business expansion - remains my unwavering commitment. I ensure that the processes and potential solutions we discuss are meticulously aligned with your unique needs, providing individualized care for each client. I believe that every client deserves not only immediate attention to their financial needs but also a trustworthy collaborator who considers the long-term impact on their lives. My philosophy is rooted in the conviction that personalized, thoughtful financial planning can significantly enhance your overall wellbeing and future prosperity.
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.
