Bradley T. Philipps, CFP®, CRPC®, First Vice President, Wealth Management AdvisorBrad has been a Wealth Management Advisor at Merrill for 15 years and has broad experience in wealth management and portfolio management. Since joining Merrill in 1999 from Prudential Securities in Greenwich, Brad has obtained his CERTIFIED FINANCIAL PLANNER™ certification and Chartered Retirement Planning Counselor(SM) designation.Brad is a 1979 graduate of Fordham University with dual majors in Accounting and Management. After working at Touche Ross & Co. Brad earned his Certified Public Accounting Certificate. With over twenty years of experience in the brokerage industry, Brad focuses on retirement, wealth management and estate planning services. He matches clients' long-term goals with appropriate investments through in-depth wealth management services . Through wealth management planning, Brad creates customized reports to determine if clients have sufficient assets and income to last through their retirement.Brad currently lives in Yonkers, NY with his wife. He is an avid runner and enjoys tennis, volleyball and softball. He also enjoys reading historical books and novels.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.*Chartered Retirement Planning Counselor(SM) and CRPC® are registered service marks of the College for Financial Planning.