Meet James Bradley

James A. Bradley, CFP®
Owner, Sr. Managing Partner

Maryland Office:

10411 Motor City Drive, Suite 750
Bethesda, MD 20817

Texas Office:

5800 Woodway Drive, Suite 311
Houston, TX 77057

James@BradleyWA.com | 240-395-1423

 FINRA Broker Check

Professional Background

James Bradley is the Senior Managing Member and Founder of Bradley Wealth Advisors. For ten years, he has worked independently as well as with other financial advisors, tax advisors, and attorneys in personal meetings with clients to establish their financial goals, objectives, and ambitions. As an Independent Advisor, he has worked with clients of various backgrounds and net worths, customizing portfolio recommendations according to their goals, needs, and risk tolerances. One of James’ biggest goals for his firm is to provide clients with that personal touch. He strives to make sure that his clients are heard, understood, and that they feel like they are his only client.

James’ passion and specialization lie in constructing comprehensive financial plans that provide direction for individuals, families, professional NFL, NHL, MLB, and NBA athletes, and business owners. He helps them to accumulate wealth, protect and preserve the things they love through insurance, and diligently plan for their future retirement. He believes that, due to the volatile economic times we live in, a financial plan is a critical piece of every client’s portfolio in order to ensure that they are on track with their monetary aspirations.

Together with his clients, he guides and advises the development and implementation of financial strategies in the areas of money management, cash flow and budget planning, retirement preparation, efficient tax planning strategies*, asset allocations, college funding, and family financial protection. He also provides a wide range of outside professional resources for clients who need tax and legal work, estate documents, trust documents, business planning formation, and business mergers and acquisitions.

James holds the designation of a CERTIFIED FINANCIAL PLANNER™ practitioner, is licensed in the following FINRA registrations: Series 6, 7, 63, and 65, and is licensed for Life, Health, and Accident Insurance. He was a Cum Laude graduate from Salisbury University in Salisbury, MD with a Bachelor of Science degree in Finance, concentration in Financial Planning.

Registered Representative, Securities offered through Cambridge Investment Research, Inc.,
A Broker/Dealer, Member FINRA/SIPC and Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Bradley Wealth Advisors and Cambridge are not affiliated.

 This should not be considered as specific tax advice. Consult a qualified tax professional regarding your individual situation

Personal Background

I was born and raised in Silver Spring, MD with one younger sibling. After our parents divorced when we were young, my sister and I were raised by a single mom who has worked as a hairstylist in Rockville and Bethesda for over 40 years now. I noticed growing up that my mom created such a strong and loyal client base that stayed with her through the years by how she interacted, listened, and communicated with her clients. Observing how she maintained such a loyal base of clientele over many decades, I have incorporated those principles into my career as well. Some of her clients have even become my clients. It all starts with personal touch and trust. Really listening to your clients, engaging them in simple conversations, and making them feel important creates loyalty and trust that can’t ever be replaced.

Since money was tight as we grew up, my mother taught us from a young age about saving and the difference between wants versus needs. We learned a lot about money management and budgeting strategies by growing up on a very strict budget. Although money was tight, mom did everything she possibly could to allow us to have a normal childhood and participate in as many sports and after school activities as possible. I grew up playing baseball, soccer, ice hockey, basketball, and swimming. I am a die-hard Washington Capitals, Baltimore Ravens, and Baltimore Orioles fan.

Playing sports and becoming the captain of many of my teams helped me to understand the value and importance of hard work, determination, responsibility, and leadership skills. When the team looks to you for guidance, you rise to the occasion. That mentality carried into high school where I played baseball, ice hockey, and spent four years in the Navy JROTC program. My senior year at Springbrook High I was the commanding officer of the JROTC program and graduated in 2003.

These experiences helped me build the skills and foundations I needed to become part of many different finance and accounting organizations in college at Salisbury University, as well as the National Beta Alpha Psi Honor Society. I interned my junior and senior year with a small independent financial planning firm that only hired interns from SU. My senior year I was the senior intern, supervising and reviewing all the planning strategies before proposing them to the owner/advisor. Six months after graduating college, I passed the hardest and most rigorous financial planning exam, a two-day ten-hour exam, earning the designation of Certified Financial Planner™ in a year with one of the lowest pass rates.

After working with many other experienced advisors over the years, I decided that it was time to follow my dream in 2013 and opened my own practice in Bethesda, MD. It has been A LOT of hard work, but also a breath of fresh air providing the personal touch and service I desired for my clients. It has also allowed me to work on my golf game which stinks, but is getting better!

All of this being said, I definitely need to give the biggest thanks of all to my God for making this happen and blessing me with such an amazing mother that helped me become the man, son, brother, partner, and business owner I am today. Thank you, Mom!

Bradley Wealth Advisors

Maryland Location:

10411 Motor City Drive, Suite 750
Bethesda, MD 20817

Texas Location:

5800 Woodway Drive, Suite 311
Houston,TX 77057

Ph: 240-395-1423

 

Registered Representative, Securities offered through Cambridge Investment Research, Inc., A Broker/Dealer, Member FINRA/SIPC and Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Bradley Wealth Advisors and Cambridge are not affiliated.

This communication is strictly intended for individuals residing in the states of AK, AZ, FL, GA, MD, PA, SC, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.