We hope that you and your loved ones made it a momentous holiday season!  As we begin a new year, I am excited to announce some important updates regarding our Bradley Wealth team. First, I am pleased to announce that Ms. Joyce Murillo has joined Bradley Wealth as our new Client Service Coordinator. Joyce recently joined Bradley Wealth from Miramar Federal Credit Union, where she gained valuable expertise over the past 5 years as an operations and accounting specialist. I know Joyce is eager to personally meet each of our valued clients and deliver a consistent, caring, and exceptional client service experience. Joyce will be reaching out to all our clients in the coming days to introduce herself. Please join me in welcoming Joyce to the team! Although we are saddened to see her leave the firm, Stephanie Manos has decided to pursue her passion outside of the financial services industry in home design. I’m very thankful for her dedication, hard work, and contributions while serving our clients these past three years. We wish her the best of luck and commend her for pursuing her passion! Following an internship with Bradley Wealth in 2013, we were very pleased to announce that Mr. Michael Valentini joined Bradley Wealth as Associate Wealth Advisor at the beginning of 2014. Michael earned his Bachelor of Science degree from San Diego State University where he studied Finance. Shortly after joining the firm, Michael obtained his Series 65 license. Michael has fast-tracked quickly and is making vital contributions in our investment advisory and wealth planning business while serving our trusted clients. Michael enjoys the day-to-day interaction with clients in pursuit of their goals. Your relationship is very important to us. We remain committed to thorough, attentive, and proactive client service and we look forward to growing our partnership in 2015. As always, please don’t hesitate to contact any of our team members if there is anything we can do to be of assistance to you.]]>