June 25th marks our first anniversary. It seems as though it was just yesterday that I put my trust in you, my clients, and decided to take the leap of faith to start mFORCE Capital. I can say that with all its challenges, late nights, and unanticipated turns and twists, it has been worth it. My team has successfully transitioned more than 90% of the assets I managed while at Merrill Lynch.
I am especially grateful for every one of you that made this transition with me. Your loyalty has made this dream a reality and I can’t say “Thank you” enough. I know the move to independence will benefit each of you along the way as we move through life together. The move to partnered independence opened a vast network of resources. It is through these partnerships and resources that we will continue to offer enhanced investment solutions in both challenging and stable market conditions.
To my new mFORCE family members, I am thrilled that you joined us in our inaugural year. We have so much to offer you and my team looks forward to growing alongside you.
Our goal is to deliver honest, clear and concise information in a way that improves the quality of life for our clients. We will continue to provide impeccable service and objective, thoughtful advice along with best-in-class solutions.
I look forward to the coming year and all the successes it will bring. We are here to help you maneuver through life’s financial complexities and serve you in any way we can.
Thank you for placing your trust in us!
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Adviser. mFORCE Capital is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
In mFORCE, he has found the freedom and flexibility to serve his clients as they truly deserve. Brad is driven by his passion to deliver effective and relevant solutions, and he leads the mFORCE team in creating a family office like environment for his clients. He emphasizes Relationship and Client Experience in his approach to working with clients, which includes successful individuals, retirees, and multigenerational families.
Over his career, Brad has been committed to continual improvement as he has sought and attained several important professional credentials.He earned the designation of Certified Private Wealth Advisor®, which trained him on how to integrate solutions for our clients across all of their planning and investment needs. Brad achieved the Certified Exit Planning Advisor (CEPA®) designation specifically to work with business owners planning on succession and other exit strategies. As a Certified Investment Management Analyst® (CIMA®), Brad is qualified to manage investments for our institutional clients. In addition, he holds the Certified Plan Fiduciary Advisor (CPFA) designation which demonstrates an expertise in working with retirement plans.
Brad is licensed as a Life and Health Insurance Agent in Texas and also holds Series 7, 9, 10, 31, 63 and 65 FINRA registrations.While at Merrill Lynch, Brad was a qualified portfolio manager who, in addition to providing traditional advice and guidance, built his own investment strategies, which he managed on a discretionary basis. He served as the Senior Resident Director of the Merrill West Fort Worth office from 2006 to 2021, proving his ability to run his own thriving business.
He graduated from The University of Arkansas with a Bachelor’s degree in Business Administration and is active in his community, supporting Cook Children's Charities and University Little League. Having coached baseball, softball and basketball in the past, now he’s just a happy spectator who gets to enjoy golf in his spare time. He and his wife, Lori, are very active at the Fort Worth Country Day School with their three children.
Forbes “Best-in-State Wealth Advisors” 2021
Barron's “Top 1,200 Financial Advisors” 2014 through 2021, annually
Barron's “America's Top 1,000 Advisors” 2010, 2012, 2013
Financial Times “400 Top Financial Advisers” 2020
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. mFORCE Capital is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
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