Bradley Williams

Chief Investment Officer

Meet Bradley Williams, Chief Investment Officer

“Having served in many financial roles during the past few decades, I enjoy using my experience to serve the outstanding clients of Lowe Wealth Advisors.”

As Chief Investment Officer at Lowe Wealth Advisors, Brad helps manage financial risk while ensuring a great experience for clients. He joined Lowe Wealth Advisors in August 2014, bringing more than 15 years of experience in investment analysis and portfolio management.

Formerly has been employed as a portfolio manager for a small-cap mutual fund at Wilmington Trust, portfolio manager with ASB Capital Management, and securities analyst with Legg Mason.

Education:

  • B.B.A, Finance, University of Wisconsin

Professional Info:

  • Member, CFA Institute
  • Member, Baltimore CFA Society

Did you know? Brad is a…

  • Proud Resident of beautiful Woodstock, Maryland.
  • Auto Enthusiast.
  • Board Member of Forest Hill Swim & Tennis Club, and involved with Howard County Youth Programs.
  • Master Chef.

Connect with Brad on LinkedIn

Set up a complimentary portfolio review today!

Have a question or need to make a change on your account?

Want to learn more about Lowe Wealth Advisors?

Our Philosophy Our Process

View our upcoming client events.

Go to Events Calendar

Lowe Wealth Advisors is here to help you and your family make sound financial decisions through each pivot point of life.

Learn more >>