|Dear Valued Clients,
At Bradley Wealth, our aim is to consistently search for ways to enhance our “signature” service experience to you. This means being your biggest financial advocate and helping you make smarter, healthier decisions.
In support of our firm growth and your life goals, I am genuinely excited to announce that we have recently added three new team members to our wealth management practice to better serve you.
Doug is originally from Arizona, graduating from Northern Arizona University earning a BSBA with Accounting emphasis. Raising two children in Arizona, he is proud of his daughter Amanda who has gone back to school at Arizona State University while raising two sons. He also has a son Kenny who is an Air Traffic Controller in the Army. Most recently, Doug and his beautiful wife Julie have resided in the Portland, Oregon area.
With over 20 years of executive level experience, Doug has held the positions of President, Regional Manager, Director of Operations and Business Development. He is very excited to be leading the Operations side of the business with the laser focus of providing the seamless systems to exceed our client’s expectations.
Marissa is the latest addition to the Bradley Wealth team. Her passion for helping others has elevated her to the position of Director of First Impressions. She is committed to providing our clients with the best experience possible. Marissa brings with her several years of experience providing the highest level of personalized service to some of San Diego’s most elite clients.
In her free time, Marissa lives a very healthy and active lifestyle. She likes to enjoy all of Southern California’s natural beauty, whether it’s running on the beach, hiking, or taking a yoga class. This allows her to maintain a happy and healthy work/life balance.
Hector Ramirez has always had a passion for helping people. This passion became more specific towards the wealth management industry as he realized his true calling was to make a difference in the lives of people through physical, financial, and spiritual education. Hector works with people to identify, motivate, and accomplish personal and financial goals with a positive outlook to create the balance in their lives that allows them to achieve overall health, wellness, and happiness.
During his free time, Hector loves to stay physically active, enjoy quality time with his friends and family, and give back to the community wherever he is called to serve. Hector is also a certified personal trainer, corrective exercise specialist, and an international taekwondo medalist who truly understands the biomechanics of the body.
I know that each of these new Bradley Wealth stakeholders are ready and committed to fulfill our mission of helping you save smarter, invest better, live more fully – and reach your goals.
Committed To Excellence
In an effort to meet the ever-changing needs of our business, and the needs of our clients, I am further pleased to share that our team will be attending an offsite conference this week (starting today) to discover and learn practical ideas and best practices for overcoming the growing pains of practice like ours and how to address these issues.
I am personally very proud of my 10-year affiliation with one of the country’s top wealth advisor consulting and coaching programs, Peak Advisor Alliance. This elite program continues to play a major role in my life as a person and trusted advisor to be the best I can be every day. For this same reason, I am investing in my team to join me this week (starting today) and I wanted to take a moment to tell you about it.
Irrespective of market performance and the global challenges we face, one of the main reasons I attend this event twice a year is to meet and interact with some of the nations’ top wealth advisors. Peak allows me to stay fresh and on the forefront of ideas and critical thinking. And, every time I attend, I walk away with several new ideas and sage advice on how I can continue to enhance my business, and help you, our valued client. I now want my team to experience the same.
Below are just a few of the topics that we will cover this coming week that I believe will positively influence you and your experience with Bradley Wealth.
If you have any questions surrounding the above topics or simply want to touch base, our door is always open.
It’s truly a privilege and honor to serve you, and I’m personally very grateful for your trust and for allowing me to share my excitement surrounding my new team and this industry workshop. Attending conferences like this will help me exceed my goal of providing you with extraordinary service.
We are dedicated to helping you share what you’ve built while you focus on what lies ahead.
Should you need to reach our office this week, please leave a message on our main number at (619) 512-4100. You may also send an email to myself or any one of the team members above. We will respond to your needs within 24 hours, or sooner.
- Expert strategies to deal with current market conditions
- Improving and increasing client communication
- Tax-favored investment suggestions
- Enhancing the investment management process
- Asset allocation models and approaches
- Proven ways to manage and run my practice as efficiently as possible
- Proactive strategies to prepare for volatility in the markets