Each and every day we are grateful that we get to wake up and serve clients to help them lead intentional financial lives. As clients continue to refer us to their friends, family and coworkers, our firm continues to experience robust organic growth. To help accommodate new clients and provide excellent service, we have brought Bradford Gilliam onto the team at Verisail Partners as a financial advisor. Bradford is the younger brother of Thad Gilliam (a partner at Verisail), so Thad can vouch for Bradford having known him for his entire life! Bradford brings a wealth of life experience to the table for new clients. He has worked in corporate roles doing budgeting and estimating as well as owned and operated a small business for several years. Almost 2 years ago, he decided to pivot and serve families by giving investment and financial planning advice. Bradford spent a year completing the coursework for the financial planning certificate from the University of Georgia. This certificate enables him to sit for the CFP® exam (he plans to sit for the exam in March 2024). Recently, Bradford passed the Series 65 examination to become an Investment Advisor Representative at Verisail Partners.

You can read his full bio and background on our website: https://verisail.com/team/bradford-gilliam/

Please welcome Bradford to the team! Let us know if there is anyone in your circle of influence who could benefit from our financial advice. We would love to speak with them!

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