Bradley joined Strategic Wealth Partners in April 2021. As an Associate Financial Planner, he assists with a variety of tasks to support our clients and is working towards completing his CFP® certification. Bradley holds the Series 7 and Series 66 registrations with Lincoln Financial Advisors and is also a Texas Life and Health Insurance Agent.
Before joining Strategic Wealth Partners, Bradley gained experience completing an internship with Lincoln Financial advisors. After getting licensed he then went to work for TIAA for three years as an advisor assisting 403(b) clients with retirement advice and retirement plan service needs.
Bradley attended Cameron University in Lawton, OK where he was a member of the golf team and served as a coach’s assistant. He graduated with a BA in Business Administration with a concentration in finance. Bradley was born and raised here in Dallas and is currently attending a CFP® class at Southern Methodist University. When not in the office, Bradley enjoys spending time outdoors golfing, hunting, fishing, and grilling up food with good friends.