Brad has worked as a registered Financial Advisor and Wealth Advisor for over 25 years, seeing clients through five market corrections and countless life changes. He assists successful families in managing their assets by developing comprehensive long-term financial plans that address their estate planning objectives, retirement needs, quality of life issues, philanthropic desires and wealth transfer goals. Growing up as the son of a small business owner, Brad also understands and enjoys working with the unique interests and challenges of business owners.
Brad was recognized as a 2020 and 2019 Forbes Best-in-State Wealth Advisor and has completed the rigorous UBS Wealth Management Program, earning him the designation of Wealth Advisor. He completed his finance degree at Xavier University in Cincinnati, Ohio and has earned the distinguished titles of Certified Financial PlannerTM (CFP®) and Chartered Retirement Plans SpecialistSM (CRPS®). He holds the Series, 7, 9, 10, 31, 63 and 65 securities licenses, as well as the life and health insurance licenses.
In 2013, Brad expanded his role at UBS to include responsibilities as Branch Manager of the Westlake, OH office. Similar to his work with clients, Brad enjoys partnering with Financial Advisors to find additional solutions and resources to meet their clients’ needs.
Brad and his wife, Alison, live in Avon Lake with their four children. Away from the office, he enjoys running, golfing and coaching basketball.
Registered States:
AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, KY, MA, MD, MI, MO, MS, NC, NH, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA, WI, WY