Bradley K. Sharp, CFP®
Vice President – Director of Client Services
Brad is a man of ideas. Whether he’s creating a smart way for clients to move forward in retirement, college planning or just quality of life, he thrives on finding the precise mix of financial options for each of our clients. It’s about doing the right thing to help them have the freedom to pursue their dreams. That’s what drives him and makes him an essential part of Braver Wealth’s team.
Brad joined Braver Wealth Management as Vice President and Director of Client Services. He manages and services many of our client relationships where his knowledge and skills developed in his twelve years at Fidelity Investments is a great asset to our clients. His deep experience in financial services enables him to see ideas and big picture solutions that others just would not see, and has grounded him in solution-based thinking; finding paths that avoid potential pitfalls with a focused, undaunted commitment toward client goals.
Brad gained the experience that powers his financial services career with Fidelity Investments, which he joined in 1996 and where he oversaw client relationships totaling over $1.4 billion in assets under management. He held several positions within the firm, including the role of Senior Relationship Officer with the discretionary money management arm and ultimately held the position of Vice President, Senior Account Executive, in the Private Client Group.
Brad holds a Bachelor of Arts in Economics from Colorado State University. He is a Certified Financial Planner® and a member of the Financial Planning Association. Brad is a three-year Five Star Wealth Manager winner.
He lives with his wife, Karen, and two children in Waban, Massachusetts.
“It is exciting to work with our team to formulate a new idea or service for our clients and then follow the process from start to finish. Knowing that clients have placed their trust and confidence in me and our firm gives me the desire to work even harder on their behalf to continue to maintain that trust and confidence over time.”
Disclosure: Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted, although a firm may nominate up to 10% of its employees. The Award does not evaluate the quality of services furnished to clients and it is possible that the recipient may have received unfavorable ratings from those surveyed. For the full disclaimer please click here or for more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com.