Bradley joined the team as an intern in June 2023. After graduating in May 2024, he joined the firm full-time as a Client Service Administrator. In this role, Bradley supports the firm’s day-to-day operations and assists clients with a variety of requests and inquiries, helping ensure each individual receives attentive, high-quality service.
Bradley is excited about the opportunity to help clients make meaningful progress toward their financial goals while continuing to expand his knowledge and experience in the financial advisory industry. He earned a Bachelor of Science in Business Administration from the Manning School of Business at UMass Lowell, with concentrations in Finance and Business Analytics. Bradley has passed both the Securities Industry Essentials (SIE) Exam and the General Securities Representative Exam (Series 7).
Outside the office, Bradley enjoys spending time outdoors, golfing, lifting weights, and being with friends and family.