Brad Stoehr is passionate about helping people achieve their financial goals and being a trusted resource they can rely on. With almost 20 years of experience in the financial services and advisory business, Brad combines his extensive knowledge with a genuine desire to improve the lives of his clients.

Brad received his B.S. in Finance from Clemson University, where he proudly served as the Clemson Tiger Mascot, a Master’s from Queens University of Charlotte, and holds the Certified Investment Management Analyst (CIMA) designation. His expertise is complemented by his dedication to making a difference both professionally and personally. As a kidney donor, Brad founded Odd Kidneys, a nonprofit organization that supports individuals through the kidney donation journey.

Brad is also a proud husband to his entrepreneurial wife, Leslie, and a dedicated father to their two children, Stella and Miller. He is excited to help you navigate your financial journey and achieve your goals, ensuring a fulfilling and prosperous future.

Check the background of these investment individuals at FINRA’s BrokerCheck.

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