Bradley Sharp - Adviser Investments

Bradley Sharp

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.

Disclosure: Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted, although a firm may nominate up to 10% of its employees. The Award does not evaluate the quality of services furnished to clients and it is possible that the recipient may have received unfavorable ratings from those surveyed. For the full disclaimer please click here or for more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com.

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