Brad is a Senior Vice President and investment advisor representative for 21st Century Financial. He focuses on developing customized financial plans and wealth preservation strategies for our clients.
Brad has over 30 years in the financial industry and has extensive experience in the securities industry, banking and private equity. He has held significant roles with First Union Bank, Wachovia Bank, Hancock Whitney, Met Life and the Gries Investment Fund. In addition, he has served on the senior leadership team of privately held enterprises and has completed multiple acquisitions, divestitures, mergers and an initial public offering.
Brad joined 21st Century Financial as a client before becoming part of the leadership team. Originally from New Zealand, Brad and his wife Jill are long-term residents of Gulfport, Florida where they enjoy golf, boating, and community involvement.