Bradley W. Fullington, CFP®
Brad attended East Tennessee State University on a baseball scholarship and graduated with honors from Lincoln Memorial University with a BS in Business Management and from Kaplan University's school of financial planning. He has been in the financial planning profession since 1998 and holds the prestigious CERTIFIED FINANCIAL PLANNERTM designation as well as the FINRA series 6,7,24,26,63 and 65 licenses. He is also licensed in life and health insurance in several states.
Brad's practice expertise is in the area of corporate and individual financial planning. He is a sought after speaker on the topics of advanced asset management, corporate retirement plans, deferred compensation plans, retirement planning and fee conscience investment planning. Brad has recently been selected to speak at the 2008 Academy of Financial Services and Financial Planning Association Annual conference for his extensive research work in "A Comparative Analysis of Load and No-Load Mutual Funds". Brad is a Co-Founder, Senior Managing Partner and Chief Executive Officer of CrossBridge Wealth Management & Benefits Group.
Brad believes strongly in giving back to the community and serves on the board of the Fellowship of Christian Athletes, as a Deacon of Manley Baptist Church, as Athletic Director of Cornerstone Academy, and is the founder of the Todd Helton Celebrity Golf Tournament that benefits East Tennessee Children's Hospital in Knoxville, Tennessee.
Brad and his wife, Natasha, have been married since 1996 and have two children, Chase age 12 and Ava, age 4. Brad's hobbies include spending time with his family, coaching youth baseball, basketball and football, playing golf, and reading.