Brad began his career at Bassett, Brosius, Foy & Assoc. (formerly Bassett, Dawson & Foy Inc. & Bassett, Brosius & Dawson Inc.) in 1997 on a part-time basis as “the file boy” while an undergraduate at the University of Delaware. During this time and in the midst of the late 90’s tech bubble, Brad grew a greater appreciation for the stock market and investing. As a result, he added a Bachelor of Arts degrees in Economics to go along with his Batchelor or Arts degree in Criminal Justice. He joined the practice full time in June of 1999.
While building his own practice, Brad took over the practice of original founder Art Brosius in 2006 after having worked closely with Art for seven years. Brad also worked closely with original founder Joe Bassett and assumed management of Joe’s practice following his retirement September 2020. He was promoted to Vice President in 2007 and Executive Vice President in 2020 before becoming President in 2023. Today Brad helps his clients manage over $290 million of invested assets.
Brad is a *CERTIFIED FINANCIAL PLANNER™ (CFP®) and, as such, he follows a fiduciary standard of care on advisory accounts, which puts client interests at the forefront above his own. The CFP designation is considered the premier designation within financial planning. He has also earned the designation of Institutional Investment Management Consultant (IMC) which provides advisors with advanced knowledge and concepts commensurate with many high-level institutional money management consultants. In the Spring of 2024, he is slated to begin a 6-month program to earn an internal designation within Raymond James focused specifically on the needs of high-net-worth clients.
Brad was an adjunct Professor at his alma matter, University of Delaware, from the Spring of 2019 through the Spring of 2022. At UD he taught the Retirement Planning & Employer Benefits course to financial planning degree undergraduates. He taught over 150 future hopeful financial advisors over the course of these 4 years before stepping down to return focus to his practice.
Brad has been selected by Forbes Magazine as a best-in-state financial advisor for the state of Delaware in 2022 and 2023. Additionally, his team was also selected as a best-in-state team for 2023.
Brad has been a contributing member to the Federal Reserve Board of Atlanta’s economic surveys since 2014. Information provided by these surveys is used to help the Federal Governor of Atlanta with directing U.S. economic policy.
Brad had been a member of the Raymond James’ Executive Council every year from 2007-2020. Brad has qualified for Leader’s Council from 2021-2023. Leader’s council is the 2nd highest Council within Raymond James. Membership is based on prior fiscal year production. Re-qualification is required annually. "The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating."
Brad is an active member of the following organizations: The Society of Financial Service Professionals (SFSP), the Financial Planning Association (FPA), The National Association of Insurance and Financial Advisors (NAIFA), and The Wilmington Tax Group. He is a former board member and past President of the SFSP organization for their calendar year 2016-2017.
Brad’s practice has a goals-based objective, whereby financial plans are created and put in place to achieve the goals and dreams of his clients. He and his team then help those clients manage their money to get a return that achieved these goals. They believe portfolio management is the management of risks and not returns. Therefore, they only take on as much risk as is necessary to achieve their client’s goals.
While focusing mainly on financial planning and asset allocation, Brad also employs tactical allocation with his clients that is designed to take advantage of current market trends and utilizing his 25+ years of studying the markets.
Brad is general (series 7) securities licensed and has obtained his fixed and variable annuity, disability, long term care, and life insurance licenses. He is a Registered Representative of Raymond James Financial Services, ICD Division.
In his spare time, Brad enjoys playing tennis, cornhole, golf, attending concerts, traveling, and spending time with family, friends, and especially his wife Lindsay. Lindsay and Brad live nearby the office with their two dogs, Harper and Izabella, and their two cats, Miles and Suzie Greenberg.
* Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
About Forbes ranking of Best-In-State Wealth Advisors 2023
2023 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. 39,007 nominations were received and 7,321 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/3KsXbF7. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info. 2023 Forbes America's Top Wealth Management Teams Best-in-State, developed by Shook Research, is based on the period from 4/1/2021 to 3/31/2022 and was released on 1/12/2023. Approximately 8,000 team nominations were received and 2,860 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://www.raymondjames.com/award-disclosures#2023-forbes-teams-best-in-state Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info. The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program. Raymond James is not affiliated with the above-mentioned organizations.
Raymond James is not affiliated with the above organizations and/or charitable causes.