We are excited to announce…..

Blog post #407

We are very pleased to announce that Wasserman Wealth Management has added a new member to our firm, to enable us to continue, and improve, the excellent guidance and service that we provide to our clients.

As we have grown over the years, we realized that we needed to expand our capabilities and depth to better serve our current clients, as well as to accommodate future clients.

After an extensive search, we are excited that Bradford Newsome, CFP®, joined our firm this month, having more than 10 years of extensive experience in the financial industry. Bradford will be an Associate Wealth Advisor (AWA), supporting our advisors, Brad Wasserman and Keith Rybak, as well as servicing and expanding his own client base.

Bradford holds the Certified Financial Planner™ (CFP®) designation, which represents extensive skills in areas such as investment planning, education planning, risk management, tax planning, retirement savings and estate planning. He graduated from Wayne State University’s School of Business with a major in Management Information Systems.

Bradford will be expanding our utilization of technology and software in many areas, including retirement and college planning, as well as working on client matters, such as trading, rebalancing and various research projects.

Bradford and his family, his wife Nina, their sons (ages 10 and 12), as well as their Airedale Terrier dog Max, live in Clinton Township, Michigan. They are very active in many sports, particularly basketball, baseball and football. Bradford enjoys coaching his sons’ basketball and baseball teams. Bradford has been a longtime member of the Central Macomb Optimists Club, including many years as a Board Member.

We look forward to you welcoming Bradford to our firm, as well as the benefits he will bring to our future interactions with you, our valued clients.

 

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