Brad concentrates his time working on estate, financial, and liability matters with business owners and individuals to help reduce the uncertainty that can come from transitioning into retirement. He has spent the last 17 years working with clients making sure they and their heirs have done everything possible to minimize taxes and reduce uncertainty.
Prior to joining Atlanta Retirement Partners in 2016, Brad worked with Morgan Stanley Smith Barney for over 15 years serving as a Financial Advisor, Senior Vice President of Wealth Management and most recently as a Corporate Retirement Director.
Brad is a Chartered Retirement Plan Specialist with a degree in Finance from Valdosta State University. He is dual-registered as an investment advisor representative with the SEC and a broker with FINRA through LPL Financial. Prior to joining Atlanta Retirement Partners, Brad served, Brad holds Series 7, 65, and 63 securities registrations with LPL Financial and is Georgia Life, Accident & Sickness, and Variable Products licensed