Brad Davis's Profile and Contact Information

Bradley A Davis, Financial Advisor. I attended the University of Rhode Island and hold a National Social Security Advisor Certificate. I help, guide, and educate clients to reach their financial goals through analysis and planning. This planning ensures clients do not outlive their income, minimize tax liability while protecting assets and savings.

My wife, Nieves, and I have been married 25 years, have one daughter, Nina, and live in the Port St Lucie FL. I have served on committee for Autism Speaks Walk West Palm Beach, Board of Hope Center for Autism, worked with Agency of Persons with Disabilities and Martin County H.U.G.S., Dementia friendly business. As a part of my community outreach, I provide No-Fee Special Needs Financial Planning.