Wally Bradley

Wally Bradley, CRPC®
Financial Advisor Investment Services Group Truist Investment Services, Inc.

Scenic Promenade

1689 Scenic Highway North,

Snellville, GA 30078-2133

About me

Background

Our mission at the Flowers-Bradley Group of Truist Investments Services, Inc., is to partner with high-net-worth individuals and families to help strengthen their financial confidence through trusted professional advice, planning, and asset management. We work closely with each client to understand their financial situation, goals and objectives, and risk tolerance, and then execute an appropriate financial plan.

I hold my Chartered Retirement Planning Counselor™ (CRPC®) designation and offer clients more than 15 years of comprehensive wealth management experience.

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

I’m a native of Claxton, GA, and a graduate of the University of Georgia’s Terry College of Business. My wife, Lynn, and I currently reside in Lawrenceville, GA, and have two adult sons, Walker and Benjamin. In my spare time, I enjoy golf, tennis, and spending time with my 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

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