portrait of David L Bradford Jr
FINANCIAL ADVISOR

David L Bradford Jr

CFP®, CEPA®
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Charitable Giving

Certifications

  • CFP®

    Certified Financial Planner™

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Wine Collecting/Enthusiast
  • Cooking
  • Woodworking
  • Community Outreach

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Fax

(888) 742-3231

Branch Team

  • Sue Maccio
    Sr. Branch Office Administrator

Office Address

3662 SW 30th Ave Suite 2
Palm City, FL 34990opens in a new window

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