Broker Check
Brad Paul, AAMS®, CMFC®

Brad Paul, AAMS®, CMFC®

Partner

Brad is a seasoned Financial Advisor. For over 20 years he has helped many people and business owners with a broad array of financial matters. His experience gives him the insight to help his clients make well-informed financial decisions. Brad believes a well thought out financial plan is the foundation for long-term financial success.

Brad graduated from Shippensburg University in 1998 and obtained his Bachelor of Science in Business Administration in Finance with a minor in Economics. Brad started his career as a Financial Advisor with Waddell & Reed right out of school. With a strong work ethic and dedication to clients, he grew his practice and in 2000 he was promoted to District Manager of the Mechanicsburg branch. Over the next 20 years, he focused on growing a client base by providing his financial knowledge and sincerity in helping them realize their life goals and dreams.

Brad holds the Accredited Asset Management Specialist (AAMS®), the Chartered Mutual Fund Counselor (CMFC®) designation and currently holds his Series 6, 7, 63 and 65 licenses.
He is also licensed to sell annuities, life, long-term care, and disability insurance. Click here for a full list of services.

Brad has been recognized as an Advisor Medalist, Crest Award recipient, Chairman’s Cabinet award recipient and the
Excellence in Financial Planning Award from Waddell & Reed.

During his free time, he enjoys spending time with wife, Amber, and their 3 children. He enjoys playing volleyball, exercising,
and being involved in his children’s activities.

 

 

 

Waddell & Reed is not affiliated with any other entities referenced.

Awards are presented annually by Waddell & Reed and are based on sales activities.  For more information about the awards and years obtained, contact Brad.

(02/21)