Itineris Partners Wealth Management
Brad joined the team in 2018. He graduated from Western Carolina University with a degree in Sport Management and earned a Master of Wealth & Trust Management degree from Gardner-Webb University. During previous work, he has built a background in insurance, payroll, and retirement plans. Brad also possesses years of experience assisting and building relationships with clients in a variety of industries.
Outside of work he enjoys beach trips with his fiancé and two dogs as well as playing golf and soccer.
Securities and investment products and services offered through Waddell & Reed, Inc. (WRI), member FINRA/SIPC. Itineris Partners Wealth Management is a separate entity from WRI.
Waddell & Reed is not affiliated with any other entities referenced. (09/20)