howle shields group of u s capital advisors wealth management brad shields financial advisor and cfp®@ US Capital Advisors
Dallas, Texas, United States
Brad Shields, CFP®
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Texas Tech University
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FlashIntel GPTBrad Shields, CFP(r) is a highly experienced Financial Advisor and CFP with 31.7 years of work experience. He joined USCA from Wells Fargo Advisors after three years in the business. Brad is a top advisor in his class at WFA and is based in Colleyville, TX. He is a Texas Tech grad and also a CFP. Brad enjoys community involvement and enjoys golf, fishing, cooking, and tech football. He has a diverse work history, including positions at ProLab, Ford Credit, and GE.
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About
Brad Shields is a Financial Advisor and CFP® at the Howle Shields Group of U.S. Capital Advisors, LLC. Brad joined USCA from Wells Fargo Advisors. After three years in the business, he was one of the top advisors in his class at WFA. Brad resides in Colleyville, TX, is married to his wife Holly and they have two daughters ages 16 and 18. One daughter attends Grapevine High School and the other is a Freshman at the University of Texas. He is a Texas Tech grad and also a CFP®. Brad spends a lot of time with community involvement and enjoys golf, fishing, cooking and Tech football. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.
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howle shields group of u s capital advisors wealth management brad shields financial advisor and cfp®
Financial Advisor
Financial Services
Brad Shields, CFP®'s Professional Milestones
- Vicepresident, Investment Officer (2013-04-01~2017-03-01): Successfully executed strategic investment decisions, driving company profitability and elevating its portfolio through effective investment strategies.
- Financial Advisor (2017-04-01~): Provided expert financial guidance to clients, helping them make informed financial decisions.
Education
Management,
Bachelors,
Bachelor Of Business Administration
567993600-662688000Certification
Colleagues
Chris Arnold, CPA
Managing Director | Chief Financial Officer
JoAnn Logan
Senior Vice President Of Sales
Joe Barber Jr.
Vice President Product Sales | Business Development
Melissa Mckee
Director | Control Officer
Clayton Fisher, CFP®
Financial Advisor | Director
Other Named Brad Shields, CFP®
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Brad Shields, CFP®'s social media include: Linkedin,
Brad Shields, CFP® works for US Capital Advisors
Brad Shields, CFP®'s role in US Capital Advisors is howle shields group of u s capital advisors wealth management brad shields financial advisor and cfp®
Brad Shields, CFP® works in the industry of Financial Services
Brad Shields, CFP®'s colleagues are Chris Arnold, CPA,JoAnn Logan,Joe Barber Jr.
Brad Shields, CFP®'s latest job experience is howle shields group of u s capital advisors wealth management brad shields financial advisor and cfp® at US Capital Advisors
Brad Shields, CFP®'s latest education in Texas Tech University
