After joining Edward Jones, my family and I relocated to North Carolina from Florida. My wife, Elisa, and I met in college and have two children. Prior to joining Edward Jones, I served as a law enforcement captain and was responsible for overseeing patrol and investigative divisions for the Citrus County Sheriff's Office.
I earned my bachelor's degree in communication and business marketing from Palm Beach Atlantic University and then went on to graduate from Liberty University with a master's degree in business management and leadership. I'm a graduate of the FBI National Academy in Quantico, VA and hold the AAMS® and CRPC® professional certifications. I also hold a financial planning certificate from the University of Florida.
I've always been very involved in my community and enjoy volunteering. I currently serve on the board of directors of Main Street Roanoke Rapids and the Roanoke Valley Veterans Museum. I am also a member of the Lake Gaston Chamber, Lake Gaston Association and Lake Gaston Lions Club.
My senior branch office administrator, Angie Acree, is also dedicated to providing the highest level of service possible. Angie has over 28 years of client service experience and has held many volunteer leadership roles at Edward Jones during her 21 years with the firm. Angie currently is actively involved with her church in Halifax, Meals on Wheels, serves as a board member for the Lake Gaston Regional Chamber of Commerce, among other volunteer roles. Angie and her husband, Danny, have two children, Catherine and Daniel.
My commitment to each client is to understand what's important to you, use an established process to build personalized strategies to help achieve your goals and to partner together throughout your life to help keep you on track.
Our team has a passion for helping people and we look forward to partnering with you to achieve your financial goals.
Connect with me on LinkedIn and follow me on Facebook.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
Office Address2111 Eaton Ferry Road
Littleton, NC 27850
Phone NumberBrad Smith at (252) 629-2555
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