Brad is a vice president and director in Abbot Downing’s Palm Beach office. He is responsible for the delivery of multi-family office, wealth planning, and financial planning services to our client families.
Brad joined Abbot Downing in 2012 and served as a wealth planning strategist where he assisted in the coordination of wealth transfer planning services and investment and tax planning for individual clients and their business entities. Prior to Abbot Downing, Brad was an associate in the Estate Administration group at Northern Trust. He started his career in private legal practice focusing on wealth preservation, estate planning, multigenerational planning, and asset protection.
Brad earned his juris doctor degree from the University of Florida, Levin College of Law and his master of laws degree in estate planning from the University of Miami, School of Law. He graduated with a bachelor’s degree in history from the University of Florida.
Brad is a member of the Florida Bar (not currently practicing). He is also a member of the Real Property, Probate, and Trust Law section of the Florida Bar as well as the Palm Beach County Estate Planning Council.