Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Philosophy: Brad takes into account each client’s ‘human capital’—the skills, experience and attributes that influence their financial potential—to recommend the wealth management strategies he believes will correlate well with the way they accumulate and maintain their wealth. He is committed to helping clients pursue financial goals in a way that looks beyond their current assets to what they can achieve.
Experience: Brad launched his career with Gelber Group, a prominent Chicago trading firm, in 2011. He joined Merrill Lynch Wealth Management in 2016 after four years as a financial advisor at Morgan Stanley. Brad is dedicated to building long-term client relationships, and he anticipates helping clients transfer wealth to the next several generations.
Approach: Brad describes himself as a “hands-on” advisor who strives to be available and attentive to clients’ service needs. He enjoys educating clients about their finances and looks forward to conversations about their wealth management concerns.
Designations: Brad is a CERTIFIED FINANCIAL PLANNER certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Divorce Financial Analyst (CDFA®) designation.
Community service: Brad has run the Chicago marathon to raise funds for the Lake Shore Animal Shelter and Back on My Feet, an organization that assists homeless people in achieving independence. He serves on the advisory board of Back on My Feet. Brad also volunteers with the Chicago chapter of the National Tourette Syndrome Association and has helped plan the organization’s annual golf fund-raiser.
Personal interests: Raised in Colorado, Brad enjoys the outdoors and especially mountain sports. He is an avid golfer as well as a marathon runner.
Education: Brad earned a bachelor’s degree from Indiana University.
University of Indiana
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
Senior Trust Officer
Bank of America, N.A.
UHNW Insurance Specialist
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.
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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.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.