Brad began his career working at Bassett, Brosius, & Dawson Inc. in 1997 on a part-time basis while an undergraduate at the University of Delaware. After graduating with dual Bachelor of Arts degrees in Economics and Criminal Justice, he joined the practice full-time in 1999.
Brad became a CERTIFIED FINANCIAL PLANNER® in 2001 and, as such, he follows a fiduciary standard of care on advisory accounts.
He has also earned the designation of Investment Management Consultant, which provides advisors with advanced knowledge and concepts commensurate with many high-level institutional money management consultants.
While building his own practice, Brad assumed the practice of original founder Art Brosius in 2006, having worked closely with Art for seven years. Brad also worked closely with Joe Bassett for the past 20 years and has assumed management of Joe’s practice, following Joe’s retirement September 2020.
He was promoted to Vice President in 2007, to Executive Vice President in 2020, and as of 2023 now is the President/Owner of Wilmington Wealth Management.
Brad spent 4 years as an adjunct Professor at his alma mater, University of Delaware, between 2019 and 2023 where he taught the Retirement Planning & Retirement Benefits course to Financial Planning and Wealth Management undergraduates. During Brad’s tenure at UD, he taught 140 future hopeful financial advisors.
Brad has been a member of Raymond James’ Executive Council every year since 2007. As of 2021, Brad qualified for Leader’s Council, which is the 2nd highest Council within Raymond James.
Brad is an active member of the following organizations: The Society of Financial Service Professionals (SFSP), the Financial Planning Association (FPA), The National Association of Insurance and Financial Advisors (NAIFA), and The Wilmington Tax Group. He is a former board member of the SFSP and was a past President of the organization for their calendar year 2016-2017.
While focusing mainly on financial planning and asset allocation, Brad also employs tactical allocation with his clients that is designed to take advantage of current market trends.
Brad is general securities licensed (series 7 and 66) and has obtained his fixed and variable annuity, disability, long term care, and life insurance licenses. He is a Registered Representative of Raymond James Financial Services, ICD Division.
Brad married his wife Lindsay in the summer of 2022, in a beautiful beach-side ceremony in St Lucia. In his spare time, Brad enjoys playing soccer, tennis, cornhole, golf, attending concerts, traveling, and spending time with family and friends.
About Forbes ranking of Best-In-State Wealth Advisors 2024
The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Leaders Council membership is based on prior fiscal year production. Re-qualification is required annually. "The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating."
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.