Brad began his career as a financial advisor in 2006 with A.G. Edwards & Sons in Carbondale. He was soon invited to join a group of ex-colleagues at the Carbondale based Alliance Investment Planning Group. At the beginning of 2019, Brad and John Alongi purchased Alliance Wealth Management from their ex-partner, Jeff Rose.
Brad is a CERTIFIED FINANCIAL PLANNER™ professional, and as such is held to the highest of standards. He is committed to putting the interests of his clients ahead of his own. He enjoys helping clients make sound financial decisions based on a comprehensive view of their unique financial situation, values, and goals. He is also located at State Bank of Whittington to provide financial planning and investment services to bank customers.
Brad is a lifelong resident of Benton, where he resides with his wife Sandra and their daughter Mia. Their son Austin attends Trevecca Nazarene University on a basketball scholarship. Brad spends much of his time away from the office indulging his passion for sports by watching Austin and Mia compete in athletics.
*Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured State Bank of Whittington deposits and are not FDIC insured. These products are not obligations of the State Bank of Whittington and are not endorsed, recommended or guaranteed by sth State Bank of Whittington or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.