Brad Acton, Cfp®

Brad Acton, Cfp® Email and Phone Number

Helping Families Reach for Their Goals while Strengthening their Roots @ Willow Private Wealth
Brad Acton, Cfp®'s Location
Birmingham, Alabama, United States, United States
Brad Acton, Cfp®'s Contact Details

Brad Acton, Cfp® work email

Brad Acton, Cfp® personal email

Brad Acton, Cfp® phone numbers

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.*

Brad Acton, Cfp®'s Current Company Details
Willow Private Wealth

Willow Private Wealth

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Helping Families Reach for Their Goals while Strengthening their Roots
Brad Acton, Cfp® Work Experience Details
  • Willow Private Wealth
    Partner
    Willow Private Wealth Apr 2024 - Present
    Vestavia Hills, Alabama, Us
  • Lemzar Capital
    Partner, Wealth Management Advisor
    Lemzar Capital Jul 2023 - Apr 2024
  • Merrill Lynch Wealth Management
    Senior Financial Advisor
    Merrill Lynch Wealth Management Apr 2016 - Jul 2023
    New York, Ny, Us
    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.
  • Regions Bank
    Banker/Asst. Manager
    Regions Bank Sep 2014 - Apr 2016

Brad Acton, Cfp® Skills

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

Brad Acton, Cfp® Education Details

  • Duke University
    Duke University
    Master'S Degree
  • Auburn
    Auburn
    Bachelor'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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