Brad McLellan has been an advisor in the high-net-worth wealth management space since 2016, and has had the opportunity to play a significant role in financial planning and wealth creation for clients. As a CERTIFIED FINANCIAL PLANNER^® professional, Brad's focus is on holistic financial planning. While investments play a significant role in the path to success for clients, he believes there is more to one's financial well-being than investments alone. Throughout his career, he has worked with many high-net-worth individuals, primarily physicians and their families. As a result, he has a wide range of experience to advise in all areas of financially planning, both personally and corporately. 

Brad enjoys spending time with his family, exercising, following professional sports and being in the great outdoors.

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