Bradley (“Brad”) Sharp is a partner and senior wealth advisor with RWA Wealth Partners. He has been working with high-net-worth individuals and families for over 25 years. Brad brings a deep understanding of the intricate financial planning needs unique to clients with substantial wealth. He partners with our investment team to manage clients’ wealth holistically, with a focus on growth and preservation. By collaborating closely with our tax team, Brad also integrates customized solutions for complex tax planning needs.
Prior to joining the firm in 2008, Brad spent 12 years at Fidelity Investments, including as vice president and senior account executive in the private client group where he oversaw client relationships totaling more than $1.4 billion.
Brad earned a B.A. in economics from Colorado State University. He is a CERTIFIED FINANCIAL PLANNER® professional, a member of the Financial Planning Association, and a multi-year winner of the Boston magazine Five Star Wealth Manager award.*
Brad lives with his wife and two children in Waban, MA. He enjoys traveling and spending time with his family.
