Brad has over 25 years experience in the financial services industry. He was previously employed with Trust Company Bank, Merrill Lynch, and Robinson Humphrey, before joining Peachtree Planning in 1995. Brad currently oversees Peachtree Planning’s Investment Department which includes, Operations, Compliance, and Investment Product Sales. He is responsible for over 85 registered representatives who currently manage over $2.314 billion of their clients’ assets. Brad also currently serves as Vice President of Peachtree Planning, an Independently Registered Investment Advisory Firm.
Brad is the recipient of several professional organizational awards. He has served as a member of the Field Advisory Board for Park Avenue Securities (PAS) and for Guardian Insurance & Annuity Company. He helped develop and implement the PAS Investment Specialist Training Program, a program that has trained over 200 Investment Specialist’s throughout the country.
He graduated with a BBA, from the University of Kentucky. He is a member of the IAFP, International Association of Financial Planners, a member of the Atlanta Chapter of the ALU, Association of Life Underwriters, and a member of GAMA International, The General Agents and Managers Association.
Brad lives in Buckhead with his wife, Iris, and their son, Nick, and daughter, Haley. They are members of Peachtree Presbyterian Church.
His office is located at 5040 Roswell Road, Atlanta, GA 30342. The phone number is 404-260-1608 and the fax number is 404-260-1708. Brad’s email address firstname.lastname@example.org.