Brad Caldwell, CFP®

Principal,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

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

Resources

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