Bradley took a winding path to Wealth Management but always pictured himself in the industry. After graduating from the University of South Florida with a degree in Finance, Bradley worked in software sales. Next, he worked for a commodities brokerage firm, a job that took him around the world. While a client of an advisory firm, Bradley was told he’d make a good advisor. He transitioned from client to portfolio manager and then advisor at the same firm. Bradley’s been in the financial advisory industry for a decade. He brings his professional and life experience to his work with families, individuals, foundations, endowments, and businesses. Bradley is a CERTIFIED FINANCIAL PLANNER^™ professional and a Certified Private Wealth Advisor^® certificant.