2 weeks ago
Financial Tips for New Parents
The birth of your first child is a wonderful time...
Principal,
Financial Advisor
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.
2 weeks ago
The birth of your first child is a wonderful time...
3 weeks ago
CAPTRUST Financial Advisors announced today the addition of TrustCore Financial...
3 weeks ago
The money and property you own when you die (i.e.,...
2 months ago
If managed properly, Institutional Asset Pools (IAPs), like cash reserves...