Meet Brad
Brad is a Sr. Wealth Advisor based in Atlanta, Georgia. He joined Mercer Advisors in 2020 through the acquisition of Kays Financial Advisory Corporation where he served as Sr. Financial Advisor. His previous experience includes roles at Fidelity Investments and AYCO, a Goldman Sachs Company. Brad began his career in financial services in 2009, following nearly three years in public accounting. He earned a B.S. degree in accounting from Western Kentucky University and is both a CERTIFIED FINANCIAL PLANNER® professional and a Certified Public Accountant.
Brad’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Brad has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Concentrated stock positions that require strategic diversification and tax efficiency
His working style
Brad is known for putting a significant amount of emphasis on understanding people’s situation, what’s truly important to them and why. He enjoys taking a consultative approach to provide solutions to common and unique financial problems.
Brad in real life
What keeps you busy outside of work?
Outside of work, I enjoy watching sports, playing golf and pickleball, and spending quality time with my wife and two sons.
How do you give back?
I give back to my community by volunteering as a Little League baseball and basketball coach.
Any words you try to live by?
Focus your time and energy on what you can control.
Meet Brad’s Teammates
Andrew Medders
Partner
What Brad Says
Andrew is always willing to have a candid conversation and do whatever it takes to help me and my clients achieve better outcomes.
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