Brad Brescia, CFP®
Private Wealth Advisor
Orlando, FL
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Services Offered
Brad Brescia is a private wealth advisor for the Private Wealth division of Ronald Blue Trust and serves his clients out of the office in Orlando, Florida.
As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Brad uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Brad and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.
Prior to joining the company, Brad worked as a wealth management advisor for TIAA where he provided comprehensive financial planning for high net worth families in the non-profit space. Additionally, Brad spent five years as vice president of sales at CNL Securities where he supported distribution of alternative investments in Arizona and Northern California.
Active in his community, Brad attends and serves at his local church. He also looks for opportunities to partner with local ministries and non-profits.
Brad and his wife, Monica, have one son and live in Winter Springs, FL. He is a passionate sports fan and enjoys spending time on the water boating and fishing with his family.
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Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.