Brad Bugher, Cfp® Email & Phone Number

Brad Bugher, CFP®, Wealth Management Advisor joined Merrill Lynch in 1993 after ten years in real estate sales and property management. He is a CERTIFIED FINANCIAL PLANNER™, CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Brad works with clients in identifying financial goals and developing strategies to manage their assets. He works with individuals and small businesses in wealth creation and preservation in areas including cash management and retirement planning and assists clients and their advisors with identifying and implementing estate plans.A native Delawarean, Brad graduated from the University of Delaware with a B.S. in Business and a minor in Economics. He is married to Joanne and they have three children. Within the community, Brad has served on the Board of Directors for the Delaware Military Academy, is President of his local umbrella civic association, served as a Director of the Newark Business Association and has been a member of the Newark Rotary and the Newark Senior Center Capital Campaign. He is an Eagle Scout and was active with the Boy Scouts for over 30 years. His hobbies include camping, skiing, kayaking, teaching Spinning, and mountain bike riding.Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER ™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

• 

  Wealth Management Advisor, Senior Vice President

  Merrill Lynch Wealth Management

  Jan 1993 - Present

• 

  University Of Delaware

  Bachelor'S Degree