Bradly A. Blausey, CFP®

Experience

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  UBS

  Oct 2000 - Nov 2008

  Financial Advisor
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  Morgan Stanley

  Nov 2008 - Feb 2018

  First Vice President, Financial Advisor, Senior Portfolio Managment Director

  Interests: Coaching Kids in their various sports, golfing, working out

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  Raymond James

  Feb 2018 - now

  Investment Executive, Wealth Manager

  When it comes to investing your hard􀍲earned money, my team and I focus on these key considerations: - We believe in winning by not losing. In other words, your portfolio must offer a greater potential payoff than potential loss. - We structure our portfolios around your needs, not your age. - We believe in proactively adjusting your portfolio to optimize the risk at any given time. - We aim for the best risk-adjusted return we can accomplish on your behalf. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Family and Legacy Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section Show less

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  Ameriprise Financial Services, LLC

  Jun 2023 - now

  Financial Advisor