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Cfp Brad Mundy Cpa


Atlanta Metropolitan Area, Atlanta Metropolitan Area, United States

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Work Experience

Mercer Advisors

Sr. Wealth Advisor

2020-12-01 00:00:00 - Present

Kays Financial Advisory

Sr. Financial Advisor

2019-01-01 00:00:00 - 2020-12-01 00:00:00

Fidelity Investments

Financial Consultant, (f.k.a. Account Executive)

2012-11-01 00:00:00 - 2019-01-01 00:00:00

Ayco A Goldman Sachs

Financial Analyst/Planner

2010-09-01 00:00:00 - 2012-11-01 00:00:00

Massmutual Financial

Financial Advisor

2010-03-01 00:00:00 - 2010-09-01 00:00:00

Independent Capital Management

Financial Consultant

2009-11-01 00:00:00 - 2010-03-01 00:00:00

Shelton And Associates

Staff Accountant, CPA

2007-01-01 00:00:00 - 2009-10-01 00:00:00

Skills

No Skills Available

Languages

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