As Wealth Manager Associate, Bradley works with clients in a number of areas such as Investments, Insurance review, Estate Planning review, and Income Tax planning among others. He is also a key part of the portfolio management and trading team for all clients’ accounts and assists with client cash flow needs. 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 is a CERTIFIED FINANCIAL PLANNER™ practitioner. He received his BBA degree in finance from the University of North Florida and has worked in the financial services industry for almost ten years.