Brad Edwards

Background

About Brad Edwards

I have earned the CERTIFIED FINANCIAL PLANNER® professional certification; awarded by the Certified Financial Planner Board of Standards Inc. Additionally, I have earned the Accredited Asset Management Specialist™ certification. Our team focuses on filling the following roles for the families and businesses who entrust their financial lives to us. Wealth Management Planner – We clearly articulate how each financial decision impacts financial security; both in the long and short term. We focus on outcomes to the things that matter to a family: education of future generations, buying a second home, investing in other businesses, retirement income planning. Financial Advisory Services – Have a clear understanding of your financial goals to help you pursue your desired lifestyle. The effort is to seek to secure, improve, and preserve investment assets offering a completely objective asset allocation mix. Philanthropic Consultant – Assist families in their philanthropic pursuits to establish a family legacy as well as invest in the charitable causes that are most important to them. Friend – We are intentional about impact every day. We will be in the trenches with you when the world and/or family goals appear to be unbalanced and celebrating with you with life events and when goals have been accomplished. Asset allocation does not ensure a profit or protect against Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: