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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
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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

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