Partner | Chief Operations Officer@ Legacy Advisors
Chesterton, Indiana, United States
Brad Alvarez
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Colusa High School
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Tell me more about Brad Alvarez?
FlashIntel GPTBrad Alvarez is a former US Navy "Nuke" with 24.6 years of experience in wealth management and financial services. He is dedicated to providing comprehensive wealth management to those in the energy/utilities sectors. As an independent fiduciary firm, Legacy Advisors is committed to delivering what is best for clients. Brad works closely with clients on a consultative basis, focusing on career, life, and financial transitions. He has a strong background in nuclear machinist and has worked in various roles in the US Navy. Brad's expertise and experience make him a valuable asset in the field of wealth management.
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About
A former US Navy "Nuke" dedicated to providing comprehensive wealth management to those in the energy/utilities sectors throughout the "South Shore" areas of Chicago, NW Indiana, and SW Michigan. As an independent, fiduciary firm, Legacy Advisors is 100% focused on delivering what is best for you. We work directly with our clients on a consultative basis, with a specific focus on career, life, and financial transitions. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. For more information, firm disclosure, & privacy policy, please visit http://lapwm.com.
...See MoreWork Experience
Partner | Chief Operations Officer
Financial Services
Brad Alvarez's Professional Milestones
- Partner | Chief Operations Officer (2009-11-01~): Expanding market presence through strategic partnerships and effective management strategies.
- Senior Associate (2005-05-01~2009-11-01): Developed and implemented effective strategies to meet organizational goals and increase overall performance.
Education
Skill
Wealth Management
Financial Services
Unified Managed Accounts
Fiduciary
Independent Financial Advice
Hold Series 7
General Securities Registered Representative
Uniform Combined State Law
Manage Client Relationships
High Net Worth Individuals
Business Executives
Certification
Colleagues
Jane Evans
Chief Operating Officer
Elizabeth Brooks
Chief Marketing Officer
Benjamin Rodgers
legal & tax strategist wealth planning group manager at legacy advisors
Dennis Sullivan
Chief Executive Officer
Matthew Sgro
Director Of Finance | Chief Compliance Officer
Other Named Brad Alvarez
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Brad Alvarez works for Legacy Advisors
Brad Alvarez's role in Legacy Advisors is Partner | Chief Operations Officer
Brad Alvarez works in the industry of Financial Services
Brad Alvarez's colleagues are Jane Evans,Elizabeth Brooks,Benjamin Rodgers
Brad Alvarez's latest job experience is Partner | Chief Operations Officer at Legacy Advisors
Brad Alvarez's latest education in Colusa High School
