“Seek first to understand” – Dr. Stephen Covey
“My main objective is to take the time to listen. Only after fully understanding your goals and objectives will we work together to develop and execute a well-defined plan.” – Brad Brantley, AIF®
Brad Brantley, AIF®
Accredited Investment Fiduciary® Designee, Director of Corporate Retirement Plans
“Two decades ago, my aim was to establish a practice capable of consistently delivering financial advice and performance, ethically and successfully. Today, my practice is well-established, expanding and singularly focused on serving you. A direct and targeted approach is taken to define your goals, create a plan, and determine a timeframe for working towards them.
My designation as an Accredited Investment Fiduciary (AIF®) obligates me to meet higher standards in the advice I give and the actions I take. I am held to a higher standard of care. As an AIF®, all fees and charges associated with our services must be fully disclosed in a manner that is clearly displayed and understood by you – the client.”
Brad joined Blackbridge Financial in 2014 with more than 20 years of industry experience. He is committed to understanding his clients’ financial situation and working closely with them to provide comprehensive advice that is custom-tailored to their specific goals.
Originally from Chester, SC, Brad has been a resident of Charlotte since 1995. Outside of work, he enjoys exercising, traveling, and spending time with his wife, Lorraine, and two daughters, Lawson and Mary Mitchell.
Uptown Church, Office of Deacon, since 2006
5 Star Wealth Manager, 20151
Retirement Plans, Active/Tactical Investment Management, Tax Management, Comprehensive Financial Planning, 6-step Process
Physicians and Business Owners
Making small batch, craft, indulgent, ice cream
The Citadel, Military College of SC, 1992, Business Finance
General Securities Registered Representative
Held with LPL Financial
Uniform Securities State Agent
Held with LPL Financial
Uniform Investment Advisor
Held with Independent Advisor Alliance
Accredited Investment Fiduciary
Securities Registration States
FL, GA, NC, SC, VA
Insurance Registration States
Life and Long-Term Care Insurance
Director of Client Relations
As a graduate of University of Kansas, Mike can be found rooting for the Jayhawks during basketball season while enjoying family time with his wife, Lynette, and their two daughters. Travel and tennis are the favorite family activities, as well as their volunteer work in the greater Charlotte community.
1 – Award based on 10 objective criteria associated with providing quality series to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015 Five Star Wealth Managers