Brad Acton, Cfp® Email and Phone Number
Brad Acton, Cfp® work email
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Brad Acton, Cfp® personal email
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Brad Acton, Cfp® phone numbers
**What I Do**- Give every client a high level of service while helping them develop and maintain their long-term investment goals. 💼📈**What I Enjoy**- My time away from work is spent with my wife and four children. 👨👩👧👦 Our days are spent on the ball field ⚾, selling Girl Scout cookies 🍪, or enjoying the occasional movie night 🎬. We know life won't always be this full, so we try to cherish it while it lasts. 💖**Where I'm Involved**- Shades Crest Baptist Church ⛪- F3, a men's fitness group offering free boot camp workouts that foster leadership development for thousands of men around the country 💪👥- Hoover Athletics where I coach my children in little league sports 🏅⚽**I welcome a connection if:**- You have recently experienced an unexpected life change 🔄- You would like to be connected to anyone in my network 🌐- You have a passion for supporting or participating in any of the groups I mentioned above ❤️📞 Phone: (205) 858-1057📧 Email: brad@willowpw.com*Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Willow Private Wealth and RFG Advisory are unaffiliated entities.**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.*
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PartnerWillow Private Wealth Apr 2024 - PresentVestavia Hills, Alabama, Us -
Partner, Wealth Management AdvisorLemzar Capital Jul 2023 - Apr 2024 -
Senior Financial AdvisorMerrill Lynch Wealth Management Apr 2016 - Jul 2023New York, Ny, UsProvide dedicated service to affluent clients with sound wealth management strategies. Serve as resource to existing clients for all financial concerns. Offer regular and consistent follow up , especially during seasons of volatility or higher risk in the market. -
Banker/Asst. ManagerRegions Bank Sep 2014 - Apr 2016
Brad Acton, Cfp® Skills
Brad Acton, Cfp® Education Details
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Duke UniversityMaster'S Degree -
AuburnBachelor'S Degree
Frequently Asked Questions about Brad Acton, Cfp®
What company does Brad Acton, Cfp® work for?
Brad Acton, Cfp® works for Willow Private Wealth
What is Brad Acton, Cfp®'s role at the current company?
Brad Acton, Cfp®'s current role is Helping Families Reach for Their Goals while Strengthening their Roots.
What is Brad Acton, Cfp®'s email address?
Brad Acton, Cfp®'s email address is br****@****ail.com
What is Brad Acton, Cfp®'s direct phone number?
Brad Acton, Cfp®'s direct phone number is +120587*****
What schools did Brad Acton, Cfp® attend?
Brad Acton, Cfp® attended Duke University, Auburn.
What skills is Brad Acton, Cfp® known for?
Brad Acton, Cfp® has skills like Financial Advisor, Public Speaking, Retirement Planning, Estate Planning Services And Wealth Transfer, Leadership, Networking, Widow Transition Planning, Business Management, Finance, Investments, Customer Service, Wealth Management.
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