Bradley Orr,
CFA®
Wealth Advisor
Truist Bank
Wealth Advisor
Truist Bank
150 South U S Highway 1
Suite 400,
Jupiter, FL 33477-5116
About me
Background
Bradley Orr is a Senior Vice President and Wealth Advisor with Truist Bank in the South Florida market. He has worked closely with successful entrepreneurs, business owners, and executives to help manage their personal & family wealth through careful and thoughtful planning, and a comprehensive approach. Bradley values his clients greatly and will work with them to ensure they are comfortable with often very complex financial and personal goals and challenges.
Bradley brings a very unique perspective to Wealth management, having largely spent his career in small cap equity analysis and portfolio management with Founders Asset Management and BNY Mellon, on his own successful entrepreneurial efforts, and as a small and mid-sized business consultant. He has witnessed many sales, operational, and financial successes and failures throughout his career – through many different economic and business environments – that have given him unique perspective and experience, which he brings to his clients every day.
Bradley has previous coaching experience in consulting business owners with foundational financial and business management skills, including the sale of their business.
Registered
Representative, Truist Investment Services, Inc., Investment Adviser
Representative, Truist Advisory Services, Inc.
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FINRA's BrokerCheck
Education
BA in Communications
University of Wisconsin – Madison
1989
1993
Personal Interests
Bradley is relatively new to Florida from Colorado and is rapidly developing roots with his family in their new home. Bradley enjoys travelling and spending time with his family and friends in the outdoors – golfing, skiing, fishing, and boating.
Specialties
Financial planning
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Banking
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more
Estate planning
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Business management and planning
Top-notch service delivery and support for the private banking and/or wealth needs of business owners.
