Ethan Bradley
Financial Advisor Assistant
I’m an emerging financial professional with three years of experience supporting advisors in client service, investment research, and financial planning. I work closely with our advisor team as they prepare for client meetings, analyze financial information, and review portfolio performance so clients have a clear and informed view of their progress.
I graduated from West Liberty University with a B.S. in Business Administration and a concentration in Financial Planning. I’m currently pursuing industry licensing and certifications with the goal of becoming a financial professional. My passion is helping individuals and families plan for the future.