Brad Landry

Brad Landry became a Financial Advisor with a goal and passion to help people. He feels privileged to work with a diverse group of clients, helping guide them toward achieving their unique financial goals. He has worked for some of the most recognizable wealth management firms, including Morgan Stanley Smith Barney, Merrill Lynch and Oppenheimer.

Prior to being a Financial Advisor, Brad was a Business Manager in the music industry working with highly successful professionals from all over the world. During these years, he gained an appreciation for the need of wealth management services that are aligned with the best interests of clients in mind.

Brad is truly committed helping his clients realize their financial and retirement goals. He is a creative problem solver and believes in empowering and educating clients, and coming up with plans with them, not for them. His experience gives him unique and valuable insight into their needs.