As Wealth Manager Associate, Bradley is involved in setting up new accounts and initiating transfers for clients as well as assisting them throughout the on-boarding process. He also helps clients with service requests, as well as trading and deposits and withdrawals. Bradley was a former intern for River Capital Advisors and upon graduation, went on to work for a large brokerage firm for nearly two years. It was here that Bradley realized he wanted to work for an independent advisor that always put the client’s best interest first. Bradley recently obtained his CERTIFIED FINANCIAL PLANNER™ designation and received his BBA degree in finance from the University of North Florida.