Experience & Expertise
Brad joined Marshall Financial Group as a Financial Advisor after working at both Janney Montgomery Scott and Morgan Stanley, where he cleared trades on an international exchange for institutional clients. At Marshall Financial, he helps clients plan for their financial future and he also works on a number of firm-wide tasks, including trading, compliance, data management, investment management, and performance reporting for client strategy meetings.
Education & Credentials
Registered Investment Adviser Representative
B.A. in Economics with a Public Emphasis, University of Colorado Boulder
What Makes Marshall Financial Group Special
Pete and Lindy have brought together a team of people who have similar values and work well together. This is an extremely friendly office environment where everyone is willing to help each other in order to do our best for each and every client.
Why I Love What I Do
I love being a financial advisor because I get to help clients understand the financial planning process, develop their financial plan, make well-informed decisions regarding investments, and then work towards achieving their goals with them. I also enjoy engaging with the markets, looking at individual behaviors, global news, and the impact all of this has on investments.
Where You May Find Me When I’m Not Working
- golfing with friends and family
- fishing with friends on the Chesapeake
- cheering on the Baltimore Ravens
- snowboarding in Colorado
- walking my dog, Tyson the Boxer, around my city neighborhood