Bradley Kushner
To me, wealth management begins with understanding the person behind the balance sheet - what they are building, what they are responsible for, and what they want their resources to support over time. I bring a decision-oriented perspective to that work, grounded in years of financial advisory work with clients at Merrill and shaped by an earlier career across brand-driven, entrepreneurial, and fast-moving business environments.
Across those roles, the common thread has been navigating settings where timing, positioning, relationships, and judgment matter. In wealth management, that experience helps me work with clients through decisions that involve uncertainty, competing priorities, or personal significance.
That sense of responsibility extends to how I think about planning in my own life as a husband and father. Financial decisions rarely exist in isolation; they are often tied to family, responsibility, and choices people want to stand behind over time.
Based in Rockefeller Plaza in New York City, I hold a bachelor's degree from Northwestern University and an MBA from Pepperdine University, along with Series 7 and 66 FINRA registrations.
My work brings together every part of your financial life in a structured, thoughtful way — combining planning, disciplined investing, and long‑term strategy with the full resources of Merrill and Bank of America. I help clients make confident decisions across several key areas:
Planning & Strategy
Comprehensive goal‑setting, long‑term planning, and guidance through major financial decisions, tailored to your life and priorities.
Investment Management
Disciplined portfolio construction with access to traditional markets and, when appropriate, alternative strategies across real assets, hedge funds, and private equity.
Liquidity & Cash Flow
Strategies to manage ongoing cash needs, liquidity events, and income patterns — whether consistent, irregular, or evolving with your career.
Retirement & Income Strategies
Planning for retirement transitions, optimizing employer plans, and designing long‑term income frameworks for individuals and organizations.
Equity & Concentrated Position Guidance
Support for stock options, RSUs, and concentrated positions, including assistance during job transitions and compensation changes.
Trust, Estate & Legacy Coordination
Working closely with Bank of America specialists to align your long‑term intentions with a clear, efficient estate and legacy structure.
Personal & Business Credit Solutions
Customized lending strategies through Bank of America, including securities‑based lending, tailored credit solutions, and residential financing options.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.
*NMLS ID 1967809
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.
