Isaac Bradley, Wealth Strategist

Isaac Bradley is a Wealth Strategist based out of North Carolina. Isaac works with Financial Advisors to develop customized solutions for the complex planning needs of their highest net-worth clients. Isaac also works with business owners to develop and implement coordinated planning strategies, taking into consideration internal and external business transition options along with a business owner’s personal goals and objectives.

Prior to joining Baird, Isaac was Director of Financial Planning for HB Wealth in Atlanta, GA where he worked closely with advisors on estate, tax, charitable, insurance, and retirement planning issues and was responsible for creating scalable resources and implementing consistent planning processes across the firm’s client segments. Before joining HB Wealth, Isaac was a Wealth Strategist with Wells Fargo in Atlanta where he worked with ultra-high net-worth families and individuals to develop plans and implement solutions based on their goals and objectives. Prior to Wells Fargo, Isaac was an attorney with Lynch & Eatman, LLP, in Raleigh, NC practicing in the areas of estate planning, tax, business, and commercial real estate and an accountant with KPMG, LLP, in Charlotte, NC.

Isaac earned a Juris Doctor and Master of Accounting from The University of North Carolina and Bachelor of Arts degrees in Mathematics and English from Brevard College in Brevard, NC. Isaac is a member of the North Carolina Bar, a Certified Public Accountant, and holds the CERTIFIED FINANCIAL PLANNER® and CERTIFIED EXIT PLANNING ADVISOR® designations. Isaac lives in Brevard with his wife, Lucy, and their four children.