Edward W. Bradley, CPA, CFP®, Registered Representative, RJFS

Team member since 1999

Ed provides comprehensive financial planning services with an emphasis on investment portfolio planning, tax, and portfolio risk management. With over five decades of experience as a financial advisor and Certified Public Accountant, his practice emphasizes the importance of taxes and risk management in an investment portfolio. His client meetings frequently include discussions on client goals, best strategies for investment, tax, risk management and estate planning.

An investor left to his own emotions will fail more times than he succeeds. Never buy when you should be selling or selling when you should be buying.”

Get to know Ed Bradley

What are your hobbies?

I love tennis and golf, but I am not very good at either.

What are your top three Bucket List items?

  • Travel to Hawaii
  • Travel to Alaska
  • Take a river cruise and visit the church in Wittenberg

What attracted you to PWS?

When I was new to the financial planning business, PWS offered me opportunities other firms weren’t providing to new advisors. I wanted to develop a practice based on current processes and advisory management. Other firms at the time wanted new advisors to start with a transactional or commission models.

 Education & Licenses

  • East Carolina University, B.S. Business Administration, 1969
  • Certified Public Accountant, 1977
  • CERTIFIED FINANCIAL PLANNER™, 2008
  • Series 7, 63, 65 licenses

 

* Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.