Brad joined Adviser Investments in 2017 upon the acquisition of Braver Wealth Management. Prior to Braver, he spent 12 years at Fidelity where, as vice president and senior account executive in the firm’s private client group he oversaw client relationships totaling more than $1.4 billion. Brad earned a B.A. in economics from Colorado State University. He is a CERTIFIED FINANCIAL PLANNER™ professional, a member of the Financial Planning Association, and is a eight-time winner of the Five Star Wealth Manager award. He lives with his wife and two children in Waban, MA.
Five Star Wealth Manager (2012, 2013, 2015, 2017, 2018, 2019, 2020, 2021)
CERTIFIED FINANCIAL PLANNER™
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