portrait of Brad Brown
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Brad

As a financial advisor, I thrive on stewardship – which to me means doing everything we can to help ensure our clients remain better off than when we first met. I aim to look back on my career and still see many of the same family names as when I first started my practice – knowing their families multi-generational trust had stood the test of time.

While at Edward Jones, I have earned the CERTIFIED FINANCIAL PLANNER™ certification, passing the exam in July, 2023. I've furthered my knowledge through the AAMS™ and CRPC™ designations. I strive to thoughtfully serve individuals, business...

Focus Areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Charitable Giving
  • Retirement Income Strategies

Work History

  • Edward JonesSeptember 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Aviation
  • Community Outreach

Team Members

  • Mary Peters
    Sr. Branch Office Administrator
    FPQP®
  • Sarah Mika
    Registered Branch Associate
  • Amy Henry
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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