Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Brad helps executives, families and business owners implement wealth management strategies to achieve their lifestyle goals - from whatever life-stage they are in today, through retirement, and ultimately wealth transfer.
Drawing on more than 25 years of business experience, and using the Merrill Goals-Based Wealth Management process, Brad applies a consultative approach to working with clients. After reviewing the client's current financial situation, and understanding their mindset about investing and risk, he assists them in developing a financial expression of the unique and personally meaningful wealth management outcomes they want to achieve. Using these essential client inputs, a customized, goals-based investment strategy is implemented, tracked and periodically reviewed and rebalanced as needed.
As a former business owner for over 10 years, Brad understands firsthand the challenges business owners face in satisfying the financial and time demands of both their business and personal lives. So, in addition to wealth management resources from Merrill and Bank of America Private Bank, he also offers access to commercial banking and credit resources from Bank of America, N.A. This unique suite of financial services, delivered through personalized attention to the client and their business, offers the possibility for improved business performance, and help integrating the value of the business into the client's personal wealth plan.
Brad joined Merrill Lynch Wealth Management in 2014. He is a graduate of Lehigh University, and has a B.S in Business and Economics with a double-major in Accounting and Finance. Brad earned his MBA with concentrations in Finance and Marketing, from the Kellogg School of Management, at Northwestern University.
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.