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