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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
