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PERSONAL SERVICE AND ATTENTION RIGHT IN YOUR NEIGHBORHOOD 

Bradford M. Walker values building client relationships based on trust and integrity by providing expertise in a full suite of wealth management services. Brad joined the firm in 2005 and works with local families, professionals, and businesses toward defining and achieving specific short- and long-term financial goals. He takes a team approach to serving his clients, working with specialists in the areas of trust services, banking, insurance, lending, and estate planning. As a Financial Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner, and an Insurance Agent, Brad offers his clients a thorough understanding and an unbiased, customized approach to comprehensive financial management.

Brad graduated from Ohio University and has over 18 years of experience advising clients. He holds FINRA Series 7, 63, and 65 Licenses in addition to Illinois Life, Health, and Variable Annuities Insurance Licenses.

Brad enjoys coaching kids’ sports, playing golf, skiing, and triathlons. He lives in Northbrook with his wife, Sara, and their three sons.

 

THE BRAD WALKER TEAM

The Brad Walker Team includes Brad Walker, Jonathan Beaver, Barbara Rosenbaum, and trust administration from Jennifer Czerwinski.

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.