Brad joined Adviser Investments in 2017 upon its acquisition of Braver Wealth Management. Prior to working with Braver, he spent 12 years at Fidelity. As vice president and senior account executive in Fidelity’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™ (CFP®) professional, a member of the Financial Planning Association and an nine-time winner of the Boston magazine 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, 2022)
CERTIFIED FINANCIAL PLANNER™
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