CoverProfile

Brad Towle

Senior Wealth Advisor & Senior Executive

Summit Wealth Partners LLC

United States, Florida, Orlando

About Me

Bradley Towle serves as a Senior Wealth Advisor and Senior Executive for Summit Wealth Partners Private Client Group in the Naples office. Brad has an extensive professional expertise in the areas of wealth management, specializing in comprehensive financial planning and investment management. He strives for excellence in designing and implementing investment portfolios that best achieve the client’s objectives. Brad obtained his Bachelors Degree is in Business and Economics from Wilfred Lauier University (Canada) and completed his Graduate School of Banking degree at the University of Wisconsin. He also earned his Graduate Trust School Degree from the American Bankers Association. Brad has
View more

Profile Information

Senior Wealth Advisor & Senior Executive

Summit Wealth Partners LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Orlando

Florida

United States

May 15, 2024

More profiles to browse

SH
Shari Hooper
Senior Wealth Advisor
Profile Photo
Ryan Gavin
Portfolio Manager
Profile Photo
Jason Print
Senior Wealth Advisor, CFP®, President and Co-CEO
Profile Photo
Kristiana Daniels
Wealth Advisor

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
PM
Prtima MISHRA1
Software Engineer
PA TEST