Brad Caldwell is a wealth management financial advisor based in Nashville, TN.
Brad joined CAPTRUST in 2022 from TrustCore Financial Services and serves as a principal and financial advisor. He provides comprehensive financial planning to high-net-worth clients, with a focus in estate planning to protect wealth through asset protection; mitigate taxes long term; and provide legacy wealth transfer to future generations. Brad has worked in the industry since 2000 and holds a Bachelor of Science degree in accounting and business management from Lipscomb University.
Outside of the office, Brad likes to travel with his family, watch sports, and play golf.
Education
- Bachelor of Science Degree in Accounting & Business Management from Lipscomb University
Industry Designations
- CERTIFIED FINANCIAL PLANNER®
Memberships
- Current chairman, Advisory Board for Mercy Community Health