Brad joined RWA Wealth Partners in 2017 upon its acquisition of Braver Wealth Management. Prior to working with Braver, he spent 12 years at Fidelity. As vice president and senior account executive in Fidelity’s private client group, 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 ten-time winner of the Boston magazine Five Star Wealth Manager award. He lives with his wife and two children in Waban, MA.
*The Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. The award does not evaluate the quality of services provided to clients nor is it indicative of the Wealth Advisor’s future performance of investment success. For more information on this award, please refer to the Awards and Recognitions page on this website.
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.
