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Brad F. Dalton

Partner

Eton Advisors

United States, North Carolina, Chapel Hill

About Me

Brad is responsible for client investment analysis and reporting for multi-generational wealthy individuals and families. In his role, Brad serves on the Investment Committee and manages client portfolios. His expertise includes investment analysis, financial planning, analysis and modeling, and business development. Prior to joining UBS in 2008 and Eton Advisors in 2009, Brad served as a Financial Advisor with the Principal Financial Group, providing financial planning services, including retirement planning, asset allocation, estate planning, and tax strategies to high net worth clients. Before that, Brad served as Assistant Vice President and Investment Analyst at BB&T Asset Manage

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Profile Information

Partner

Eton Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Chapel Hill

North Carolina

United States

Sep 16, 2024

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