Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Brad grew up in a rural area of Pennsylvania. He worked in his father’s financial office starting at the young age of 15, completing FASFA forms for clients, and data entry. Upon graduating from Penn State with a degree in Communications, Brad began working with his father assisting in income planning and life insurance until he enlisted in the Marine Corps. Brad served four years with 1st Battalion 3rd Marines, as an Assaultman, a Marine Corps Instructor of Water Survival, and a Marine Corps Sniper. He worked with many Marines within the Marine Corps to help them with finances due to their youth, and mismanagement of money. This drove him to study the complex world of finance while off duty.
Brad exited the service after serving honorably, with in-depth knowledge of the retirement sector. He researched brokerage firms, and began working with Merrill Lynch due to their commitment to customized wealth management, and forward thinking in the financial sector when it comes to fiduciary rules, compliance, and investing. Brad has always committed himself fully to his Marines, and now to his clients. Planning clients retirement future is a responsibility that Brad feels is one of the most important facets of one’s life; decades of hard work and dedication paying off in the end.
Pennsylvania State University System
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Wealth Management Lending Officer, NMLS #1020169
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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