Bradley W. Crawford, CFP®
Principal & Memphis COO

Brad is the Chief Operating Officer in our Memphis office and is focused on client service. He is also a member of the Marketing Team and the Advisory and Family Office Services Team. Prior to joining the company, Brad served as the Director of Finance for Lenny’s Franchisor, LLC, the corporate office for Lenny’s Sub Shop, overseeing all finance and accounting functions. Brad began his career at FTN Financial in Memphis as a funding analyst.

Brad graduated summa cum laude from the University of Mississippi, where he received a Bachelor of Business Administration and was awarded the prestigious Taylor Medal, the highest academic honor bestowed upon an Ole Miss student upon graduation. He also received a Master of Business Administration from the University of Tennessee and completed the New York University program in Financial Planning.  He also holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc.