Brad Caldwell

Financial Planner, Partner

PHONE: (615) 370-1168  |  FAX: (615) 850-8095

Licenses & Certifications:

  • Certified Financial Planner™ practitioner, CFP®
  • Licensed Insurance Agent

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Brad Caldwell is tireless in promoting his clients’ financial well-being. He considers himself a “financial quarterback,” leading and coordinating with a client’s other financial service providers — from accountants and bankers to estate attorneys and realtors — to deliver the very best results. His goal is to provide greater peace of mind for his clients and ensure that all financial professionals are aligned for the common goal of providing a single, clear blueprint for a solid financial future. He has worked in the financial industry since 1998.

Outside of the office, Brad is an active member of Brentwood Hills Church of Christ and serves on the advisory board of Mercy Community Healthcare, a community health clinic focused on pediatrics, adult primary care and integrated mental and behavioral health.

Brad has been married since 1998, and he and his wife have two boys.

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