Brad Tatar

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.

Articles By:

Brad Tatar

What a Will Can and Can’t Do

Without an updated will, your loved ones could face legal battles, property delays, and even family feuds. Discover how this simple document can bring peace of mind, save money, and avoid drama after you're gone, and educate yourself about other estate planning...

When is the Right Time to Invest?

With the volatility of investments, when is the right time to invest? Should you delay investing because of negative current events? Should you wait for a pullback in the market? Brad Tatar, Senior Vice President at GreenUp Wealth Management, reviews reasons people...

What is a Stock?

We have all visited the golden arches of McDonald’s at some point in our lives. While waiting for your fries and Coke, have you ever thought, "I wish I owned McDonald's?” The good news is you can own a piece of McDonald’s Corporation since it is a publicly traded...

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