Bradley Swain
Customer Relations Coordinator & Associate Broker
Brad brings over 26 years of experience in the financial industry, having worked at leading firms including Morgan Stanley and UBS Financial Services. He specializes in investment strategy, financial planning, and wealth management. Brad supports clients with a thoughtful, disciplined approach that emphasizes long-term goals and risk-managed solutions.
His work is grounded in a commitment to high standards and an understanding of the ever-changing financial landscape. Brad takes pride in providing clarity and confidence to clients through each stage of the planning process.
Brad holds a Master of International Management with a concentration in Marketing from Thunderbird School of Global Management and also studied at Arizona State University and Prescott College. He holds Series 7, 31, 63, and 65 licenses and insurance licenses in multiple states. Brad resides in San Diego with his wife Linda, where he enjoys spending time with his grandchildren and traveling in his time off.