Personal Experience and Background Story of Your Financial Advisor
As an independent wealth advisor, Brad Peterson is not limited to what products he can offer. He works with his clients to create holistic retirement plans that focus on five pillars of retirement: income planning, investment management, tax optimization planning, health and long-term care planning,
and estate planning. Advanced Wealth Management calls this unique planning process the Retirement Roadmap. Brad realizes the importance of using all the available tools and strategies to help create the best possible retirement plan for his clients’ individual needs. That is why he and his partners chose to be independent.
Brad found his passion early in life. His grandfather got him interested in the stock market when he was about 5 years old by purchasing some stock in companies that Brad could relate to and follow, like Disney. He took him under his wing, and they would go off in the corner at family gatherings and talk stocks. By the time he was 11, Brad was investing and picking his own stocks.
Brad was born in Sarasota and attended Pine View School in Nokomis, known to be one of the top-rated schools in the country. He then went off to Orlando to attend the University of Central Florida, graduating with a Bachelor of Science in Business Administration in finance in 2010.
Brad first bumped into Tony, literally, while playing basketball outside at the YMCA with his brother and father. They found that they had common interests, and he interned with Tony a couple of summers while going to UCF.
Brad has another passion besides his interest in finance — he makes it a point to try to make a positive impact on people’s lives daily. The integrity of Advanced Wealth Management as well as the nature of the practice led Brad to join the firm in 2011, giving him the opportunity to positively impact his clients’ lives. He has passed his Series 7, 65 and 66 securities exams and also holds a Florida license for life, variable and health insurance.
He is an active member of the community, volunteering with Habitat for Humanity, and fish and wildlife educational events, to name a few of his interests. He is also an avid sports fan and regularly plays basketball in many of the local sports leagues.
We bring each client a combination of deep industry knowledge and expert perspectives from other industries on the challenge at stake, to offer our clients fresh perspectives and breakthrough business insights.