Brad Brantley, AIF®

Wealth Advisor

Bio

“Seek first to understand.” – Dr. Stephen Covey

“My main objective is to take the time to listen. Only after fully understanding your goals and objectives will we work together to develop and execute a well-defined plan.” – Brad Brantley, AIF®

Accredited Investment Fiduciary® Designee, Director of Corporate Retirement Plans

“Two decades ago, my aim was to establish a practice capable of consistently delivering financial advice and performance, ethically and successfully. Today, my practice is well-established, expanding and singularly focused on serving you. A direct and targeted approach is taken to define your goals, create a plan, and determine a timeframe for working towards them.

My designation as an Accredited Investment Fiduciary (AIF®) obligates me to meet higher standards in the advice I give and the actions I take. I am held to a higher standard of care. As an AIF®, all fees and charges associated with our services must be fully disclosed in a manner that is clearly displayed and understood by you – the client.”

Brad joined Blackbridge Financial in 2014 with more than 20 years of industry experience. He is committed to understanding his clients’ financial situation and working closely with them to provide comprehensive advice that is custom-tailored to their specific goals.

Originally from Chester, SC, Brad has been a resident of Charlotte since 1995. Outside of work, he enjoys exercising, traveling, and spending time with his wife, Lorraine, and two daughters, Lawson and Mary Mitchell. 

4777 Sharon Rd Ste 540, Charlotte, NC 28210