Brad Stipp has over 39 years of experiences as a financial advisor. He started his career with Smith Barney in 1984 and was there until 2005. He left to join Banc of America Investments and then returned to Smith Barney (now Morgan Stanley) in 2007. Brad joined Legacy Wealth and Retirement Planners, LLC as Partner and LPL Financial Advisor in 2010. In November of 2021 Brad introduced Stipp Wealth Management as Founder and Wealth Advisor.
While at Smith Barney, Brad held the designations of Investment Management Specialist, Financial Planning Specialist, and also was qualified as a Portfolio Manager under the firm’s Portfolio Management and Guided Portfolio Management programs. He also held roles as Municipal Bond coordinator, Insurance/Annuity coordinator, and as Consulting Group (managed money) coordinator. Brad holds the General Securities (Series 7), State of NC Securities (Series 63), and Investment Advisor (Series 65) securities registrations through LPL Financial and also has his NC Insurance/Annuity license.
Brad graduated from the University of North Carolina – Chapel Hill in 1979 where he earned a Bachelor of Science in Business Administration degree.
Brad and his wife, LeAnne, have 4 grown children; Bradley, Jr., Spencer, Mary Neal, Mitchell, their first grandson, Blake, and granddaughter, Laurel. They also have a 4 legged canine member of the family named Bailey.
Brad has been involved with Myers Park Trinity Little League and YMCA basketball. They are members of Covenant Presbyterian Church where he currently serves on the Church Endowment Investment Committee. Brad also serves as the Chief Financial Officer and Chief Sponsorship Officer of the Charlotte Chapter of the University of North Carolina Kenan-Flagler Business School. He is also a member of the UNC-Kenan-Flagler Business School Alumni Council.
Brad is a Dave Ramsey SmartVestor Pro advisor for the Charlotte area.
He is also a FINRA approved arbitrator.
The SmartVestor Program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Stipp Wealth Management, LLC or LPL Financial.
Securities Registrations held with LPL Financial: Series 7, 63, & 65.
Licenses: Insurance/Annuity – State of NC Life, Accident, & Health.
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