Vice President and Chief Tactical Officer
Brad Shepherd currently serves as the Chief Tactical Officer of Brooks Financial Group, in addition to his role as Senior Wealth Management Advisor. In his Chief Tactical Officer role, Brad has responsibility for the management of the systems of Brooks Financial Group that are in place to serve the important relationships of the firm. Additionally, Brad continues his work as a Senior Wealth Management Advisor helping our relationships achieve their important goals and dreams. Simply, he works to ensure the success of the company, and most importantly, that the goals and dreams of all BFG relationships are being met.
With more than 30 years of industry experience, Brad has been recognized on numerous occasions for his leadership skills as a Wealth Advisor. Brad holds a Bachelor of Arts in Economics from Dickinson College and has earned the designation of Chartered Financial Consultant from the American College. He holds his Series 4, 7, 24, 53, 63 and 65 licenses.
Brad has served as Vice President for the Financial Planning Association of Maryland and is Past-President of the Board of Directors of the Baltimore Chapter of the Society of Financial Services Professionals.