3 months ago
Houston’s Monroe Vos Joins CAPTRUST
CAPTRUST Financial Advisors has announced the acquisition of Monroe Vos...
- With CAPTRUST Since 2022
- 615.377.1177
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5314 Maryland Way #300
Brentwood, TN 37207
Brad Caldwell, CFP®
Principal,
Financial Advisor
- Lawrenceburg, TN
- Forrest Gump
- Jesus, my wife Angela, and Abraham Lincoln
- Romans 8:28 And we know that in all things God works for the good of those who love HIM and have been called according to his purpose.
- Dependability, integrity, and humility
Financial Advisors
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™ (CFP®)
Memberships
- Current chairman, Advisory Board for Mercy Community Health
News & Resources
Announcements
Retirement Plans
4 months ago
Fiduciary Responsibilities for Non-ERISA Retirement Plans
The Employee Retirement Income Security Act (ERISA) establishes fiduciary responsibilities...
Wealth Management
4 months ago
Financial Tips for New Parents
The birth of your first child is a wonderful time...
Announcements
5 months ago
CAPTRUST Grows Nashville Presence with Addition of TrustCore Financial
CAPTRUST Financial Advisors announced today the addition of TrustCore Financial...
