Brad specializes in financial planning and asset management for attorneys and business owners who have exited or are in the process of exiting their businesses or practices.
He began his career in the financial services industry in 1995 as a municipal securities representative (Series 52 license). He has extensive experience in financial planning, insurance planning, fixed income management and asset management.
After spending more than 12 years in practice in Atlanta, Brad moved his office to Burlington, Massachusetts.
In addition to having his Series 52 license, Brad is a Series 7 General Securities Representative, Series 24 General Securities Principal, Series 31 Managed Futures/Fund Representative and Series 65 Investment Advisor Representative. He also holds his Series 63 license and is a licensed insurance producer.