As a Certified Private Wealth Advisor® professional with Merrill Lynch Wealth Management, and a market veteran counting over twenty years of Wall Street experience, Brad concentrates his practice on high net-worth families and businesses that require an intricate precision within their wealth plan and the legacy that they intend to leave behind.
The primary areas of focus for all clients include: (1) constructing portfolios, (2) assisting with liability management/asset preservation, and (3) providing suggestions for proper tax efficiency.
Internally at Merrill, Brad is specially qualified as a Portfolio Manager, where he can help clients pursue their objectives by building and managing his own personalized strategies in addition to providing traditional investment advice and guidance. Furthermore, as a Retirement Manager Advisor® designee, Brad is fully versed in the necessities of a successful plan for the years following peak earnings.
A native of Metro Detroit, Brad earned a double major in Accounting and Finance from The University of Arizona and a Juris Doctor from IIT Chicago-Kent College of Law. Additionally, Brad completed an executive education program at the Yale School of Management. He currently resides on the Upper East Side of NYC with his wife and two daughters.
Brad holds the Series 3, 7, 24, 55, 63, and 65 FINRA registrations as well as Insurance licenses. He is also a member of the State Bar of NY and the Investments & Wealth Institute™.
*Bradley does not provide any legal or tax advice in his role at Merrill.
*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.
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.
