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Private Wealth Services & Investment Advisory | Blackbridge Financial | Brad Brantley
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Brad Brantley

Blackbridge Financial

 

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 successful plan.”

William ‘Brad’ Brantley, AIF®

Check the background of this investment professional

Phone: (855) 6-BRIDGE ext. 4

Email: bbrantley@bbridgefin.com

Website: www.bradbrantley.net

Address:

4777 Sharon Road, Suite 540

Charlotte, NC 28210

William ‘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 high-quality 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.

Affiliations:

Uptown Church, Office of Deacon, since 2006

 

Business Recognition:

5 Star Wealth Manager, 2015 *Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2015 Five Star Wealth Managers.

 

Experienced In:

Retirement Plans, Active/Tactical Investment Management, Tax Management, Comprehensive Financial Planning; 6-step process

 

Niche Market:

Physicians and Business Owners

 

Hidden Talent:

Making small batch, craft, indulgent ice-cream

Education:

The Citadel, Military College of SC, 1992; Business/Finance

Series 7

General Securities Registered Representative

Held with LPL Financial

Series 63

Uniform Securities State Agent

Held with LPL Financial

Series 65

Uniform Investment Advisor

Held with Independent Advisor Alliance

AIF®

Accredited Investment Fiduciary

 

Securities Registration States

NC, SC, GA, VA, FL

Insurance Registration States

NC, SC

Life and Long-term Care Insurance

Transparency. Integrity. Service. Dedicated to Connecting You with Your Future.