Director, Mergers and Acquisitions
Brad has over 25 years of experience in the financial services industry. His expertise includes financial planning, estate planning and investment management. He has focused his career on assisting high net worth families, individuals and institutions in achieving their financial goals. In addition, Mr. Hixson spent 10 years in the Trust industry and has a deep understanding of estate and trust planning. He has also spent 6 years on the Institutional side of the business working in the Clearing and Custody business.