Brad is an investment consultant at Stratos Wealth Partners, specializing in the design of bespoke investment portfolios tailored to clients’ unique goals, risk profiles, and long-term objectives. Prior to Stratos, Brad held roles in private banking, where he supported affluent individuals and families with their investing, lending, and comprehensive financial planning needs. Independent of Stratos, Brad also founded a small-scale accounting practice primarily focusing on individual income tax preparation and bookkeeping services.
Born and raised in New Orleans, Brad attended Jesuit High School and is a graduate of Louisiana State University. Before entering the wealth management industry in 2017, he worked in the assurance practice of a Big Four accounting firm, where he became a licensed Certified Public Accountant (CPA) in the state of Louisiana. Brad is also a CFA® charterholder.
Brad holds his Series 7 and 63 registrations with LPL Financial and his Series 65 registration with Stratos Wealth Partners, Ltd. He also maintains a Louisiana Life, Health & Accident Insurance license. Brad has been married to his wife, Catherine, since 2020, and is a proud father to their daughter, Lillian. Outside of work, he enjoys supporting Louisiana sports, including the Saints and LSU Tigers; participating in New Orleans Track Club events; and fishing.