Senior Vice President | Wealth Advisor | Tampa, FL -- 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 a registered 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.
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.
Looking for guidance on your investments, retirement plans, or anything regarding financial planning? Schedule an introductory call with our wealth managmeent team today.
