Brad has been a professional financial advisor serving individual investors since 1986. He received his CERTIFIED FINANCIAL PLANNER™ certification in 2003.
Brad graduated from Greenville College with a degree in psychology, and received a master’s degree from Southern Illinois University. Prior to merging his investment planning practice with Reynolds Wealth Management, Brad spent the past 30 years working as a college professor, community banker and financial planner. His areas of focus include retirement planning, income and tax planning and tax-advantaged investments.
By living in the community in which he works, Brad has been privileged to serve as local United Way campaign chairman, chairman of the Cardinal Center Foundation, president of the Warsaw Education Foundation, a mayoral appointment to the Warsaw Housing Authority and as a member of the Warsaw Community Schools board of trustees.
Brad and his wife, Pam, have three adult children and are proud grandparents.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James does not provide tax or accounting services.