Brad Wallace, Financial Advisor located in Madison, AL

Financial Advisor
Brad Wallace

MS, CFP®, CEPA®
540 Hughes Rd Suite 1, Madison, AL 35758opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Corporate Executives
  • Aerospace Professionals
  • Farmers and Ranchers
  • Military Professionals & Veterans
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Backpacking
  • Hiking
  • Camping
  • Personal Fitness

Team Members

  • Connie Dalton
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(256) 772-8237

Fax

(877) 479-2102

Office Address

540 Hughes Rd Suite 1
Madison, AL 35758opens in a new window

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