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$7 trn
UBS Group invested assets
As of 12/31/2025
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.
Senior 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.
Education
Credentials
Senior 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.
Education
Credentials
Brad is a partner at The Cleveland Wealth Management Team. Visit our website below:
Team Website
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
