Brad Borden,

MBA, CFP®

Private Wealth Advisor & Council Member

Brad prides himself on providing comprehensive financial planning, educating, designing, and advocating for the financial strategies and goals of each of his clients. His goal is to promote trust and dedication through his perspective as a husband, father, and devoted community leader to his clients.

Brad specializes in working with medical professionals as he understands their needs and goals developed over his fourteen years of experience in the clinical laboratories at Children’s Hospital in New Orleans and Northwestern Memorial Hospital in Chicago.

He is a graduate of the Kellstadt School of Business at DePaul University where he earned his Master of Business Administration (MBA) with a double concentration in Investment Management and Finance. He earned a Bachelor of Science in Medical Technology from Louisiana Tech University. He is a CERTIFIED FINANCIAL PLANNER™ CFP® and holds FINRA securities registration and licenses - Series 7 and 66 in addition to Variable Life Insurance & Annuity License, Life, and Health & Accident Insurance licenses.

Brad resides in Old Metairie with his wife and children. He currently serves as Treasurer of the Knights of Columbus Council 8546 and as Vice-President of the St. Francis Xavier School Board. Brad fosters a sense of community as a devote member in his church parish and neighborhood charitable organizations that includes the Men’s Club of St Francis Xavier School.

www.advisorresourcecouncil.com