Brad Hales, Cima®
About Brad Hales, Cima®
Brad Hales is a Business Development professional with extensive experience in the financial services industry. He currently works at Real Estate Investor and AdvisorEngine, emphasizing client relationships and solutions for financial advisors.
Current Role at Real Estate Investor
Brad Hales has been serving as a Real Estate Investor since 2020. In this role, he focuses on identifying and capitalizing on investment opportunities within the real estate sector. His experience in business development allows him to leverage market insights to make informed investment decisions. Over the past four years, he has built a solid foundation in real estate, applying his financial acumen to enhance his investment strategies.
Previous Experience at Franklin Templeton Investments
Brad Hales worked at Franklin Templeton Investments as a Private Wealth Consultant for one year from 2019 to 2020 in St. Petersburg, Florida. Prior to that, he served as an Advisor Consultant from 2017 to 2019 in the Tampa/St. Petersburg area. In both roles, he was involved in providing financial advice and consulting services, focusing on building client relationships and delivering tailored investment solutions.
Military Background and Leadership Experience
Brad Hales served in the United States Marine Corps from 1997 to 2002. During his military career, he was a Marine One Crew Chief with Marine Helicopter Squadron One (HMX-1) from 1998 to 2002, where he had the opportunity to fly with Presidents Bill Clinton and George W. Bush. His military service instilled in him the values of honor, service above self, and a commitment to positively impacting others.
Education and Academic Background
Brad Hales studied at N.C. Wesleyan College, where he earned a Bachelor of Arts degree. His academic focus included Criminal Justice and Business, providing him with a diverse educational background that supports his career in finance and investment.
Focus on Client-Centric Solutions
In his current role in business development, Brad Hales emphasizes the importance of deepening client relationships and helping financial advisors scale their practices efficiently. He is passionate about delivering client-centric solutions that provide financial advisors with a competitive advantage in the increasingly digital financial services industry.