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Brad Caldwell, CFP®

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
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