Brad has been a Financial Advisor for over 14 years, joined Raymond James Financial Services in 2006 and in 2008, Brad obtained his registered principal license and opened a multi-advisor Raymond James Financial Services office. In 2012, Brad founded Sound Harbor Wealth Partners in 2012. Prior to, Brad was employed by Morgan Stanley as a financial advisor. During his five years of employment with Morgan Stanley, Brad obtained all the necessary licenses to operate as a financial advisor, earned the CERTIFIED FINANCIAL PLANNER™ certification as well as the Estate Planning Consultant designation offered through The American College. While at Raymond James, he completed levels I and II of advanced investment training and after passing a comprehensive examination, he earned the designation of Investment Management Consultant*, and then went on to obtain his CIMA™ designation given by IMCA and Wharton School of Business.Before starting a career in financial services, Brad served as Administrator of Distribution Services in Greenville, NC for what is today Cardinal Healthcare and was responsible for coordinating the logistics of medical supply delivery to the 16 hospitals and surgery centers in Eastern North Carolina. He graduated Magna Cum Laude from East Carolina University with his Bachelor of Science in Business Administration, concentrating in both financial services and corporate finance. He is also an active member of Phi Sigma Pi, National Honor Fraternity and First Baptist Church, Wilmington, North Carolina.Brad and his wife Cindy have lived in the Wilmington, NC area since 2001 and have four terrific kids, Bailey, Cole, Dalton, and Gavin.Specialties: We Coordinate, Integrate, and Simplify the Financial Affairs for a select group of families.
Listed skills include Mutual Funds, Strategic Financial Planning, Investments, Financial Advisory, and 25 others.