Brad Schwartz,
CRPC®
Premier Advisor
3865 South Nova Road
Port Orange, FL 32127
About me
Background
I am Premier Advisor with Truist serving the Port Orange and surrounding areas. I have had experience in the Banking and Wealth Management Industry since 2010 and hold the Chartered Retirement Planning Counselor designation. I help clients take a comprehensive and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. I help guide clients through their financial paths by creating a plan that addresses their short and long-term goals through retirement and beyond. I also take a team-based approach that helps my clients to know that they are surrounded by professionals who keep their best interests in mind when providing them advice and guidance.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Education
Personal interests
When not at work, I enjoy spending time with my family and coaching my son’s youth sports teams. I also enjoy the outdoors and like to play golf and fish in my free time..
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Wills, trust, wealth transfer, estate administration and settlement, and more
