Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.


Bradley H. Bartel, CFP

First Vice President–Wealth Management

Brad specializes in comprehensive financial planning strategies to help affluent individuals & families reach their financial goals. His solutions are implemented based on a concentrated understanding of his clients' needs and are reviewed on a continuous basis to help address short and long term financial goals. He has experience at Merrill Lynch and TD Ameritrade, and earned a BBA in Finance from Miami University. He also has earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). He holds Series 7 and 66 securities licenses, and the Ohio Health and Life Insurance License. Brad is a real estate landlord, lifelong competitive swimmer, and resides in Avon Lake, Ohio with his wife and three children.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • ND
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV


  • Finance, Miami University



Financial planning
Long-term care planning
Retirement planning
Business succession
Alternative investments
Corporate executives
Lending services
18500 Lake Road
Suite 400
Rocky River, OH 44116
  • (440) 356-5224

Email Me

Visit My Team Website

Brad is a partner at The Cleveland Wealth Management Team. Visit our website below:

Team Website

Why does A.I. in space matter?

Outlook on interest rates


UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager