My mission is to provide targeted, comprehensive financial advice with the highest level of personal service and professional integrity. In my role as Managing Director – Investments, I offer tailored advice and guidance with the goal of helping you and your family become confident as you look to the future. I work to help you maintain and preserve the wealth you’ve worked so hard to earn.


Background and experience
I began my career as a Financial Advisor with Smith Barney in New York in 1998, where I learned the fundamentals of investment management. I transitioned my practice to Merrill Lynch in 2004. Toward the end of the financial crisis, I searched for opportunities and resources to better align with my clients’ needs and moved to Wells Fargo Advisors. I hold a bachelor’s degree in Business Management from Nichols College.
 

Away from the office
I enjoy working out, hiking, traveling, going to the theater, listening to music and going to the beach. I am happily engaged to my fiancé, Deborah, and enjoy our blended family of four wonderful children, Ashley, Tori, Connor and Addison and our two rescue dogs, Nina and Vincent.

 

I am the founder of the Deborah Jean Foundation, a non-profit organization that gives to causes near and dear to my heart such as supporting cancer research, various children’s causes and animal rescue.

 

California insurance license # 0D89460

Resident state Florida

As a Managing Director-Investment Officer, Brad has 25 years of experience in the investment industry. Brad helps assist his client by utilizing his investment planning knowledge and experience to help build wealth and potentially reduce/defer taxes. Brad implements his investment planning process into his individual and small business clients’ portfolios by selecting appropriate investment options based on the client’s investment objective and risk tolerance. Brad’s clients seek to achieve their wealth, trust, and retirement planning goals through his process. Brad also works with his clients CPA’s and attorneys to assuage multi-generational wealth transfer.

Background and Experience

Brad started his investment career with Solomon Smith Barney in 1998 primarily serving the tri-state area. Brad transitioned his practice to Wells Fargo Advisors in the spring of 2005 and returned to Wells Fargo Advisors in the summer of 2020 after an 8-year venture at Morgan Stanley. Prior to beginning his investment career, Brad completed his dual majors in Finance and Microbiology at University of Colorado, graduating with honors.

Away from the Office

Brad is a Philadelphia, PA native and avid Philadelphia sports fan. He moved to Jacksonville, FL in 2017 with his wonderful daughter Sunny. Brad enjoys spending his downtime playing golf, boating and fishing, but most of all enjoys traveling with his daughter.

Brad is a champion of the SPCA and Ronald McDonald House and a dedicated supporter of philanthropic organizations within his community.

Wells Fargo Advisors does not provide legal or tax advice

My passion is helping to deliver personalized attention, frequent communication, and comprehensive planning to my clients.

These are a few of the services that they can expect from my team and me. Through a disciplined process of wealth management, that includes investment advice and estate planning, as well as preparing for retirement and educational needs, our clients are our number one focus.

Every individual deserves a unique and comfortable experience.

I began my career as a financial advisor in 1981 with Bache & Co. and joined Wells Fargo Advisors in 2025.

Professional designations that I have earned include Certified Wealth Strategist (CWS®), a focused title that aligns the needs of financial services firms, advisors, and consumers. This helps enable me to confidently address complex client needs with a comprehensive array of wealth management services.

I received a bachelor's degree from Tulane University and a master's degree from the University of Southern California.

I believe my clients choose to work with me for a number of reasons. My personal attention and holistic approach helps make them comfortable and simplifies their lives. I believe they value my integrity and my compassion.

12-4-2 Communication System. I commit to speaking to my clients 12 times a year, provide 4 reviews per year, and meet with them twice a year.

After school I came back to Central Florida, where my family had moved in 1971 from Albany, New York. I currently live in Maitland with my wife, Laura. Our daughter Judy lives in Israel, Eddie is a CPA in Chicago and Max is a businessman locally.

I am very active in community service, serving on the board of Share the Care, an organization that provides support services for senior citizens and their permanent caregivers, and on the board of the EnzianFilm Society. In addition, I serve as Consul on the Grand Council of my college fraternity as well as having volunteered on the investment committees for a few foundations.

In my spare time I enjoy gardening, spending time with family and friends, and watching movies and blogging about them.