CFP, ChFC, CLU, CLTC
VP & Trust Officer, Planning & Risk Specialist - Columbia
Brad has worked in the financial services industry specializing in financial planning and risk management. Prior to joining Colonial, he served as a Financial Advisor with Northwestern Mutual. He is a Certified Financial Planner (CFP) and also earned certifications as a Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Certified in Long-Term Care (CLTC). Brad holds degrees from Clemson University.