Brad Cottrill
Smyrna, Georgia,United States
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Brad Cottrill is a highly experienced wealth management professional dedicated to providing comprehensive financial planning and investment advisory services. As a Certified Financial Planner™ (CFP®) professional and holding an MBA, Brad combines advanced financial knowledge with strategic business acumen to help individuals, families, and business owners achieve their long-term financial goals. He typically focuses on developing tailored strategies for wealth accumulation, retirement planning, risk management, and estate planning, emphasizing a client-centric approach built on trust and a deep understanding of their unique needs and aspirations. His commitment is to guide clients through complex financial landscapes with clarity and confidence.
Professional Summary
Brad Cottrill's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
Certified Financial Planner™ (CFP®) Designation
Successfully completed the rigorous requirements for CFP® certification, demonstrating expertise in financial planning, including investment, retirement, insurance, tax, and estate planning.
Master of Business Administration (MBA)
Earned an MBA, enhancing his strategic thinking, financial analysis, and leadership capabilities to better serve clients' complex financial needs.
Extensive Experience in Wealth Management
Possesses approximately two decades of experience in the financial services industry, advising clients on a wide range of wealth management and financial planning matters.
Educational Background
M.B.A., Personal Financial Planning
Georgia State University - J. Mack Robinson College of Business - Year 2006
B.S., Finance
Florida State University - Year 1994
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Company Overview
Bank of AmericaBank of America is one of the world's leading financial institutions, serving individual consumers, small and middle-market businesses, and large corporations with a full range of banking, investing, asset management, and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 69 million consumer and small business clients with approximately 3,800 retail financial centers, approximately 15,000 ATMs, and award-winning digital banking with approximately 57 million verified digital users.
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