Braden brings strong operational expertise to his role as Client Operations Specialist, assisting advisors and clients with money movement, account servicing, and maintenance. He is committed to delivering a seamless client experience while supporting advisors in helping clients achieve their financial goals.
Braden earned his B.S. in Finance from Florida State University. While in college, he gained valuable experience as a credit analyst in the equipment leasing and finance industry, collaborating on more than 150 leasing deals nationwide. After graduation, he began his financial services career at Fidelity Investments, where he obtained his Series 7 and Series 66 licenses and further developed his expertise in client operations and relationship management.
Originally from Michigan, Braden now calls Naples home. Outside of work, he enjoys traveling, playing soccer, and spending time at the beach with friends.
Braden brings strong operational expertise to his role as Client Operations Specialist, assisting advisors and clients with money movement, account servicing, and maintenance. He is committed to delivering a seamless client experience while supporting advisors in helping clients achieve their financial goals.
Braden earned his B.S. in Finance from Florida State University. While in college, he gained valuable experience as a credit analyst in the equipment leasing and finance industry, collaborating on more than 150 leasing deals nationwide. After graduation, he began his financial services career at Fidelity Investments, where he obtained his Series 7 and Series 66 licenses and further developed his expertise in client operations and relationship management.
Originally from Michigan, Braden now calls Naples home. Outside of work, he enjoys traveling, playing soccer, and spending time at the beach with friends.