Partner
Current
Apr 2024 - Present
AeroLeads people directory · profile
Brad Acton, Cfp® Email & Phone Number
Helping Families Reach for Their Goals while Strengthening their Roots
at
Willow Private Wealth
1 work email found
@ml.com
2 phones found area 205
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Helping Families Reach for Their Goals while Strengthening their Roots
Location
Birmingham, Alabama, United States
Who is Brad Acton, Cfp®? Overview
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Quick answer
Brad Acton, Cfp® is listed as Helping Families Reach for Their Goals while Strengthening their Roots at Willow Private Wealth, based in Birmingham, Alabama, United States. AeroLeads shows a work email signal at ml.com, phone signal with area code 205, and a matched LinkedIn profile for Brad Acton, Cfp®.
Brad Acton, Cfp® previously worked as Partner at Willow Private Wealth and Partner, Wealth Management Advisor at Lemzar Capital. Brad Acton, Cfp® holds Master'S Degree from Duke University.
Company email context
Email format at Willow Private Wealth
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*@ml.com
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AeroLeads found 1 current-domain work email signal for Brad Acton, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Brad Acton, Cfp®
**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.*
Listed skills include Financial Advisor, Public Speaking, Retirement Planning, Estate Planning Services And Wealth Transfer, and 8 others.
Current workplace
Brad Acton, Cfp®'s current company
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4 roles
Brad Acton, Cfp® work experience
A career timeline built from the work history available for this profile.
Partner, Wealth Management Advisor
Jul 2023 - Apr 2024
Senior Financial Advisor
Provide 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.
Apr 2016 - Jul 2023
Banker/Asst. Manager
Regions Bank
Sep 2014 - Apr 2016
2 education records
Brad Acton, Cfp® education
Master'S Degree
Duke University
Bachelor'S Degree
Auburn
FAQ
Frequently asked questions about Brad Acton, Cfp®
Quick answers generated from the profile data available on this page.
What company does Brad Acton, Cfp® work for?
Brad Acton, Cfp® works for Willow Private Wealth.
What is Brad Acton, Cfp®'s role at Willow Private Wealth?
Brad Acton, Cfp® is listed as Helping Families Reach for Their Goals while Strengthening their Roots at Willow Private Wealth.
What is Brad Acton, Cfp®'s email address?
AeroLeads has found 1 work email signal at @ml.com for Brad Acton, Cfp® at Willow Private Wealth.
What is Brad Acton, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 205 for Brad Acton, Cfp® at Willow Private Wealth.
Where is Brad Acton, Cfp® based?
Brad Acton, Cfp® is based in Birmingham, Alabama, United States while working with Willow Private Wealth.
What companies has Brad Acton, Cfp® worked for?
Brad Acton, Cfp® has worked for Willow Private Wealth, Lemzar Capital, Merrill Lynch Wealth Management, and Regions Bank.
How can I contact Brad Acton, Cfp®?
You can use AeroLeads to view verified contact signals for Brad Acton, Cfp® at Willow Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Brad Acton, Cfp® attend?
Brad Acton, Cfp® holds Master'S Degree from Duke University.
What skills is Brad Acton, Cfp® known for?
Brad Acton, Cfp® is listed with skills including Financial Advisor, Public Speaking, Retirement Planning, Estate Planning Services And Wealth Transfer, Leadership, Networking, Widow Transition Planning, and Business Management.
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