Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Investment Management
  • Retirement Planning Strategies

Education

  • Bachelor's Degree, Marketing, The University of Texas, Austin, Texas

Previous experience

  • Trainee, Merrill Lynch & Co., Beaumont, Texas, 1989-1991
  • Vice President -- Wealth Management, Merrill Lynch & Co., Beaumont, Texas, 1991-2012
  • Vice President -- Wealth Management, UBS Financial Services, Beaumont, Texas, 2013 - 2024

About me ..

Brad is a Financial Advisor and managing partner of Q5 Wealth Management. His career has focused on total multigenerational wealth management providing solutions for personal and business finances. Using a defined process, Brad works with each client to establish objectives, develop an appropriate strategy, recommend solutions through financial planning, and review the progress made. Brad, a graduate of the McCombs Business School at the University of Texas at Austin, has been in the financial services industry since 1989. He is FINRA registered and holds Series7 and Series 66 securities licenses as well as license for life, accident and health insurance, and variable annuities.

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