Experience
Makes all the difference
Brad has enjoyed learning from successful people his entire life, including mentors, clients, coaches, the Notre Dame family, and his father-in-law, Earl Bossenberry (a 30 year veteran broker with Goodbody and Merrill Lynch). Brad's passion is to help clients have a positive attitude about meeting the financial challenges of investing, aging, and coping with turning points in their lives. As an advisor, his clients trust that he is uniquely positioned to help build lasting financial security. Brad married his high school sweetheart in 1987 and resides in Royal Oak, raising a daughter and son.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Investments |
Troy, MI |
March 2012 - Present |
Merrill Lynch |
Wealth Management Advisor, Vice President |
Bloomfield Hills, MI |
September 1989 - February 2012 |
Carnation Company (Nestle) |
Management Training Program |
Detroit, MI |
June 1986 - August 1989 |
Education
- Royal Oak Shrine Catholic High School, 1978-1982.
- University of Notre Dame, 1982-1986. Bachelor of Business Administration (BBA), Marketing
Registered States:
CA, CO, CT, DC, FL, IL, IN, KY, LA, MA, MI, MO, NY, OH, TX, WA, WI