About
Brad brings over 22 years’ experience serving the Atlanta marketplace in an advisory capacity and a remarkable level of dedication and customer focus. Prior to his current role, Brad served as a Corporate Retirement Director for Morgan Stanley, working on estate, financial and liability matters with business owners and individuals to help reduce the uncertainty associated with wealth accumulation and transitioning into retirement. Brad has a degree in Finance from Valdosta State University. He is dual‐registered as an investment advisor representative with OneDigital Investment Advisors and as a broker through Triad Advisors. Brad is also Georgia Life, Accident & Sickness, and Variable Products licensed.
This is the disclaimer for Brad: Investment advice offered through Resources Investment Advisors, an SEC-registered investment adviser. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). OneDigital and Resources Investment Advisors are separate entities from Triad Advisors, LLC.
