Senior Vice President - Investment Officer

Address: 138 CONANT STREET, 4TH FLOOR , BEVERLY , MA 01915
Phone: 978-524-1641 | 800-272-7300     Fax: 978-524-4105

My Background

My Associate(s): Lisa A Schuhmacher, Senior Registered Client Associate

My Experience

  • 2009 - Present : Wells Fargo Advisors, LLC, First Vice President- Investments
  • 2001 - 2009 : Smith Barney, Vice President Wealth Management
  • 1996 - 2001 : Merrill Lynch, Senior Financial Advisor

My Education & Credentials

  • MBA, Finance & Investments- Babson College
  • BA, Business Administration- Gordon College
  • Fundamental Choice Portfolio Manager

My Community Involvement

  • Board Member, North Shore Chamber of Commerce
Securities Registered in the following states: CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, NC, NE, NH, NJ, NY, OR, PA, SC, TX, VA, VT, WA
Insurance licensed in the following states: CA (Lic. # 0H13908)
BRADLEY W. SMALL: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Massachusetts : BEVERLY Branch