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Wally Bradley

Wally Bradley
Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Flowers-Bradley Group of Truist Investment Services, Inc.

2520 Northwinds Pkwy

4th Floor,

Alpharetta, GA 30009-2200

Wally.Bradley@Truist.com

Phone 470-539-6183

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About me

Background

Wally Bradley is part of The Flowers-Bradley Group of Truist Investment Services, Inc., and their mission is to partner with high-net-worth individuals and families to help strengthen their financial wellness through trusted professional advice, planning, and asset management. They work closely with each client to understand their financial situation, goals and objectives, and risk tolerance, and then execute an appropriate financial plan.

Wally has been helping clients with a comprehensive wealth management experience since 2005, and has earned the professional designation of Chartered Retirement Planning Counselor™ (CRPC®). 

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

Education

Bachelor of Business Administration - Business Management
University of Georgia (Terry College of Business) 1987

Personal Interests

Wally is a native of Claxton, Georgia, and a graduate of the University of Georgia’s Terry College of Business. He and his wife, Lynn, reside in Lawrenceville, Georgia, and have two adult sons, Walker and Benjamin. In his spare time, he enjoys golf, tennis, and spending time with his family.

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

  • 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

Locations

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