Brad Haley

Brad Haley
Financial Consultant Truist Investment Services, Inc.

12751 New Brittany Blvd

Fort Myers, FL 33907-3632

About me

Background

Brad Haley is a Financial Consultant with Truist Investment Services, Inc. He offers clients more than 10 years of financial services, retirement planning, and investment management experience. He enjoys getting to know his clients and their needs by listening to what’s most important to them. He spends time educating clients on all of their options and helping them plan for their future. As a husband and a father of 2 beautiful children, Brad takes great pride in helping his clients with all aspects of their financial future. As a Financial Consultant, Brad has a vast background in several investment products and life insurance. He also specializes in helping teachers, police officers, fire fighters and other members of the Florida Retirement System (FRS).

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

General Studies
Concord College 1995 1997
General Studies
Pensacola Junior College 1998 1999

Personal Interests

Brad enjoys volunteering his time to coach youth sports; and participates in outdoor activities such as baseball, softball, fishing, golf, and camping.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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