Brad's Story

For over 20 years, Brad Weddle has dedicated his career to financial planning and wealth management. He is focused on helping people create and preserve wealth.  The key to his success is the personalized approach he takes in selecting the right financial investment strategies, the appropriate life insurance and long term care insurance to help address the needs of his clients.

 

Each area of a financial plan is important individually, but managing them all collectively is one of the most important considerations in your overall financial success. 

 

Brad is based in Mesquite, Tx near Dallas.  He serves pre-retiree, retiree, and business owner clients in Mesquite and other nearby cities including Dallas, Sunnyvale, Forney, Rowlett, Rockwall, Garland, and Terrell.  Due to referrals from his clients and tax professionals, Brad's business has grown to serve clients throughout Texas and several other states in the U.S. as well. Comprehensive retirement planning, college planning and wealth management are key areas of his business.

 

Brad is well qualified to help his clients.  He graduated from East Texas State University with a Bachelors in Business Administration.  Brad attended a rigorous academic program and passed a comprehensive exam to earn the prestigious CERTIFIED FINANCIAL PLANNER  professional certification.  He also went on to earn the advanced designation of Accredited Asset Management Specialist (AAMS).  This advanced credential is awarded to a select group of financial professionals who have demonstrated a high level of skill, knowledge and experience with asset allocation and money management.  Additionally, he is certified as a Chartered Retirement Planning Counselor.  Brad holds FINRA registrations Series 7, 24 and 63 with LPL Financial. 

 

Originally from Paris, Texas, Brad lives in Mesquite with his wife, Shirley.  He enjoys sports, traveling and spending time with his extended family.