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Our financial advice team


Brad Clasby

Brad Clasby

RICP®

Financial Advisor

Vice President
The Clasby Group
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 9 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies

Interests

We enjoy gardening and spending time with our four grandchildren. Brad is a US Masters Swimmer, enjoys golf, skiing and other outdoor activities.

Community participation

Served as an Ambassador for Greensboro Chamber of Commerce2013-2016

Volunteered for Salvation Army

Coached little league baseball and youth lacrosse, played club lacrosse for 15 years

Member U.S. Masters Swimming

Qualifications

  • CIMA® Certified Investment Management Analyst®
  • RICP® Retirement Income Certified Professional®
  • Finra Series 3, 7, 63 & 65 licensed

Education

  • Marietta College, BA, Accounting 1976, Marietta, Ohio

Professional associations

  • Member of the Investments & Wealth Institute, formerly IMCA

Previous experience

  • Financial Advisor, Wells Fargo, 2009-2018
  • Financial Advisor, Citigroup, 2004-2009
  • Financial Advisor, Morgan Stanley, 1994-2004
  • Financial Advisor, Prudential Securities, 1989-1994
  • Financial Advisor, Painwebber, 1985-1989
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