I began my career in finance during the summer of my junior year, while attending Syracuse University in 1988. That summer, I interned with a well-known Wall Street firm in New York City. Working with tenured financial advisors, I learned the value of relationships. The partnership and bond that financial advisors have with their clients goes well beyond investments.
I feel that it is imperative that my clients' interests always come first. As a financial advisor, I want to understand what is important in the lives of the individuals and families that I work with. Whether your goal is to build your retirement savings or to create a lasting legacy for your family, I want to understand what is important to you.
I grew up in Morristown, NJ, the home of George Washington's headquarters during the Revolutionary War. I went on to Syracuse University to earn my degree in finance and then continued to Fordham University to earn my MBA. In 2013, I earned the CFP® professional certification.
My wife, Beverly, and I have three lovely daughters, Kathryn, Jensen and Ella, and a family pet dog, Milo. When I'm not at the office, I spend time coaching my daughter's high school softball team, playing golf and fishing. I have been a member of the Holly Springs Rotary club for 17 years, helping to give back to our community.
I partner with two wonderful and talented branch office administrators, Krista and Terry. They both enjoy their relationships with our clients, helping them stay on track to reach their goals.
Please contact our office to discuss your unique situation. Krista, Terry and I pride ourselves on providing the highest level of service possible. We look forward to helping you.
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Savings Strategies
- Socially Conscious Investing
- College Savings
My Personal Interests
- Coaching Sports
Office Address118 New Edition Court
Cary, NC 27511 opens in a new window
Phone NumberBradford Wilson at (919) 854-2456
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:00PM|
- Web Conferencing
Connect on Social
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More