Bradford K. Marshall, CFP®
Vice President- Investments

Brad Marshall is a Financial Advisor with Robert W. Baird & Co. Incorporated in Naples . Brad specializes in comprehensive investment planning and creating strategies to help clients achieve their financial goals. He appreciates the value of teamwork, and utilizes a team of Baird professionals to assist clients in wealth management and selecting top echelon money managers to meet their needs. His disciplined philosophy favors high-quality investments that offer long-term value to help build wealth, reduce taxes and protect holdings against inflation.

Prior to joining Baird, Brad spent four years working on Capitol Hill for a member of the House Banking Committee. Some of his duties included drafting legislation and speeches. He also met regularly with key constituents on specific issues of interest pending in Congress.

Brad graduated from Washington State University with a double major. He earned a Bachelor of Arts in Business Administration-Finance and a Bachelor of Arts in English. Brad is active in his community, serving as President of the Board of Trustees for Youth Haven, as well as the Scholarship Selection Committee for the Gene Doyle Fishing Tournament.

Robert W. Baird & Co. Incorporated. Member New York Stock Exchange, Inc. and other principal exchanges. Member SIPC.

He resides in Naples with his wife Sarah and sons Owen and Jack.