AeroLeads people directory · profile

Brad Hudson, Cfp® Cima® Email & Phone Number

Branch Manager, Certified Financial Planner™, Certified Investment Management Analyst™ at Raymond James
Location: Wilmington, North Carolina, United States 3 work roles 6 schools
3 work emails found @raymondjames.com 3 phones found area 727 and 910 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 3 work emails · 3 phones

Work email b****@raymondjames.com
Direct phone (727) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Branch Manager, Certified Financial Planner™, Certified Investment Management Analyst™
Location
Wilmington, North Carolina, United States
Company size

Who is Brad Hudson, Cfp® Cima®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Brad Hudson, Cfp® Cima® is listed as Branch Manager, Certified Financial Planner™, Certified Investment Management Analyst™ at Raymond James, a company with 5 employees, based in Wilmington, North Carolina, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 727, 910, and a matched LinkedIn profile for Brad Hudson, Cfp® Cima®.

Brad Hudson, Cfp® Cima® previously worked as Certified Financial Planner™ at Morgan Stanley and Advanced Distribution Services Manager at Cardinal Health. Brad Hudson, Cfp® Cima® holds Cima®, Advanced Investment Analysis from The Wharton School.

Company email context

Email format at Raymond James

This section adds company-level context without repeating Brad Hudson, Cfp® Cima®'s masked contact details.

*@raymondjames.com
74% confidence

AeroLeads found 3 current-domain work email signals for Brad Hudson, Cfp® Cima®. Compare company email patterns before reaching out.

Profile bio

About Brad Hudson, Cfp® Cima®

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.

Current workplace

Brad Hudson, Cfp® Cima®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Raymond James
Raymond James
Branch Manager, Certified Financial Planner™, Certified Investment Management Analyst™
Toronto, ON
Website
Employees
5
AeroLeads page
3 roles

Brad Hudson, Cfp® Cima® work experience

A career timeline built from the work history available for this profile.

Branch Manager, Certified Financial Planner™, Certified Investment Management Analyst™

Current

St. Petersburg, Florida, US

We Coordinate, Integrate, and Simplify the Financial Affairs for a select group of families. We work to make sure that all of the financial aspects of family are in line and up to speed with their current position and stated goals.Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPCInvestment advisory services offered through.

Feb 2006 - Present

Certified Financial Planner™

New York, NY, US

Feb 2001 - Feb 2006

Advanced Distribution Services Manager

Dublin, OH, US

Responsible for the execution of delivery of medical/ surgical goods to 16 Hospitals and Surgery Centers in Eastern North Carolina

Jun 1998 - Feb 2001
Team & coworkers

Colleagues at Raymond James

Other employees you can reach at raymondjames.ca. View company contacts for 5 employees →

6 education records

Brad Hudson, Cfp® Cima® education

Cima®, Advanced Investment Analysis

The Wharton School

Registered Principal, Financial Supervision

Securities Related

Investment Management Consultant, Investment Analysis And Selection

Institute Of Investment Management At Raymond James

Estate Planning Consultant, Estate Planning

The American College Of Financial Services

Cfp®, Retirement Planning, Investments, Insurance, Income Taxation, Estate Planning

Cfp Board

Bsba, Financial Services; Corporate Finance

East Carolina University - College Of Business
FAQ

Frequently asked questions about Brad Hudson, Cfp® Cima®

Quick answers generated from the profile data available on this page.

What company does Brad Hudson, Cfp® Cima® work for?

Brad Hudson, Cfp® Cima® works for Raymond James.

What is Brad Hudson, Cfp® Cima®'s role at Raymond James?

Brad Hudson, Cfp® Cima® is listed as Branch Manager, Certified Financial Planner™, Certified Investment Management Analyst™ at Raymond James.

What is Brad Hudson, Cfp® Cima®'s email address?

AeroLeads has found 3 work email signals at @raymondjames.com for Brad Hudson, Cfp® Cima® at Raymond James.

What is Brad Hudson, Cfp® Cima®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 727, 910 for Brad Hudson, Cfp® Cima® at Raymond James.

Where is Brad Hudson, Cfp® Cima® based?

Brad Hudson, Cfp® Cima® is based in Wilmington, North Carolina, United States while working with Raymond James.

What companies has Brad Hudson, Cfp® Cima® worked for?

Brad Hudson, Cfp® Cima® has worked for Raymond James, Morgan Stanley, and Cardinal Health.

Who are Brad Hudson, Cfp® Cima®'s colleagues at Raymond James?

Brad Hudson, Cfp® Cima®'s colleagues at Raymond James include Jeffrey P. Baker, Crpc™, Christopher R. Butler, Cfa, Caia, Nicholas Billera, Mauricio Munoz, Cfa, and Lindsey Leaf.

How can I contact Brad Hudson, Cfp® Cima®?

You can use AeroLeads to view verified contact signals for Brad Hudson, Cfp® Cima® at Raymond James, including work email, phone, and LinkedIn data when available.

What schools did Brad Hudson, Cfp® Cima® attend?

Brad Hudson, Cfp® Cima® holds Cima®, Advanced Investment Analysis from The Wharton School.

What skills is Brad Hudson, Cfp® Cima® known for?

Brad Hudson, Cfp® Cima® is listed with skills including Mutual Funds, Strategic Financial Planning, Investments, Financial Advisory, Wealth, Etfs, Retirement Planning, and Securities.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.