Brad oversees Advanced Financial Planning in Wilmington Trust’s Wealth Management division, which is responsible for developing customized wealth management and financial plans for prominent individuals, families, and business owners throughout the country. He works closely with other professional and family advisors to analyze financial positions and develop plans to help clients achieve future personal and financial goals. Prior to joining Wilmington Trust, Brad was the manager of Strategic Planning at Saint Agnes Hospital in Baltimore.
Brad holds an MBA from Johns Hopkins University, and a bachelor’s degree in business management from the University of Delaware. Currently, Brad is enrolled at the University of Alabama School of Law pursuing a Juris Master in Taxation. Additionally, Brad is a CFP® professional having earned the CERTIFIED FINANCIAL PLANNER™ certification.
Brad serves on the Investment Committee for Outward Bound in Baltimore, and the Investment and Finance Committees for Irvine Nature Center. He is an active member of the Financial Planning Association and the Baltimore Estate Planning Council. In addition, Brad volunteers as a mentor with the Big Brothers Big Sisters of the Greater Chesapeake.
Having a well-built plan can allow you to optimize opportunities as they emerge.Financial planning is a process, and one that should be built from a solid foundation.With the right plan in place, you can help provide stability and protection for your loved ones now and in the years ahead.It may be an excellent time to examine opportunities to optimize your financial planning based on changes in today’s economic environment.
