Vice President, Wealth Management
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 in 2018 was honored in Boston magazine as a Five Star Wealth Manager for the fifth time. He lives with his wife and two children in Waban, MA.