FINANCIAL ADVISOR
CallSend Me a MessageBrad Worsham
CFP®, CPWA®, AAMS™, CRPC™, CRPS™
2875 Ashley River Road Suite 2, Charleston, SC 29414opens in a new window
Focus Areas
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Divorce Finances
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™CPWA®
Certified Private Wealth Advisor®AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™CRPS™
Chartered Retirement Plans Specialist™
Personal Interests
- Scuba Diving
- Personal Fitness
- Golfing
- Football
- Hunting
Team Members
Claire SmithSr. Branch Office Administrator
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