portrait of Brad Worsham
FINANCIAL ADVISOR

Brad Worsham

CFP®, CPWA®, AAMS™, CRPC™, CRPS™
2875 Ashley River Road Suite 2, Charleston, SC 29414opens in a new window
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About Brad

Throughout my life, helping others has been an integral part of who I am, my purpose. I chose a career in financial services because I believe I can make a difference in the lives of families in my community, and for their future generations.

I'm inspired every single day by the people I'm so lucky to work with and meet. My branch office administrator, Claire Smith, and I strive each day to provide the most ideal client experience that we can. We want to know what's important to you. I use an established process to build personalized strategies to help...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Divorce Finances

Work History

  • Edward JonesMarch 2014 to Current

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™

Education

  • Univ of SC ColumbiaBachelor of Science

Personal Interests

  • Scuba Diving
  • Personal Fitness
  • Golfing
  • Football
  • Hunting

Team Members

  • Claire Smith
    Sr. Branch Office Administrator

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