Principal & Managing Director / Wealth Advisor
Brad Borden
CERTIFIED FINANCIAL PLANNER™ Professional, MBA
Brad oversees the implementation of the Integrated Wealth Strategies process, from plan design through execution.
Background
Brad is Principal & Managing Director / Wealth Advisor at Council Family Office, where he oversees the implementation of the Integrated Wealth Strategies process. Brad specializes in providing comprehensive financial planning focused on the education, design, and advocacy of each client’s financial strategies.
He works closely with families and business owners, ensuring that their financial plans are not only well designed but also effectively executed. Brad is committed to following a rigorous process so that financial plans evolve to meet the ever-changing needs of our clients.
Brad earned an MBA with a double concentration in Investment Management and Finance from the Kellstadt School of Business at DePaul University and holds a Bachelor of Science in Medical Technology from Louisiana Tech University. He resides in Old Metairie with his wife and four children, taking an active role in his children’s sports and activities and fully immersing himself in the community.
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