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.


  • 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

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