Head of Advanced Financial Planning, Wilmington Trust, Wealth Management Division
Brad oversees a national team of financial planners in Wilmington Trust’s Wealth Management division, which is responsible for developing customized wealth management and financial plans for prominent individuals, families, and business owners throughout the country. He works closely with other professional and family advisors to analyze financial positions and develop plans to help clients achieve future personal and financial goals. Brad is a CFP® professional and holds an MBA from Johns Hopkins University, and a bachelor’s degree in business management from the University of Delaware. Currently, Brad is enrolled at the University of Alabama School of Law pursuing a Juris Master degree in Taxation.