Senior Vice President | Wealth Advisor | Tampa
For over 15 years, Brad has specialized in working with clients who are in or nearing retirement by taking a holistic view and developing and implementing plans to reach their goals and objectives.
Prior to joining GreenUp Wealth Management, Brad served as a managing director for an investment advisor as well as having worked for some of the country’s largest broker-dealers. Brad began his career in financial services with Scottrade, Inc. in 2006, where he learned the importance of understanding a client’s needs and developed a passion for providing complex guidance and financial planning. As a Certified Financial Planning candidate, Brad’s expertise is working with clients to review their retirement, insurance, tax, and estate planning needs and creating an investment strategy that aligns with their unique goals.
Brad grew up in Bradenton, Florida and continues to reside there with his wife, Jamie, and two children, Quinn and Kade. When not working closely with his clients, Brad enjoys all the beautiful outdoor activities with his family that Florida has to offer.
Bachelor of Arts in Business Marketing from the University of South Florida
Financial Planning Certificate Program from Bryant University
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