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Brad Jones

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Brad Jones

VP of Wealth Management / Financial Planner | Northern Trust Wealth Management

Florida, Naples, United States

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Brad Jones

Summary

Brad Jones is a seasoned Senior Portfolio Manager at Northern Trust Company in Naples, Florida, where he excels in managing client portfolios and implementing investment strategies. With a strong background in financial planning and asset allocation, he is adept at forming investment policies and conducting thorough performance reviews. Brad's educational foundation includes a Bachelor of Science in Family Resource Management from The Ohio State University, complemented by his Certified Financial Planner™ certification. His extensive experience in wealth management positions him as a trusted advisor for clients seeking holistic financial solutions. In addition to his professional achievements, Brad is fluent in German, adding a unique dimension to his client interactions. He has held multiple leadership roles within Northern Trust, showcasing his commitment to excellence in the financial services industry. Outside of work, he is likely to stay updated on emerging investment trends, reflecting his dedication to continuous professional growth.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Brad Jones

Work Experience

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SVP, Senior Portfolio Manager, Team Leader at

Northern Trust Wealth Management

February 2020 - Present

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Brad Jones

Education

The Ohio State University, Bachelor of Science - BS, Family Financial Management / Economics

January 1997 - January 2002

Frequently Asked Questions about Brad Jones

What is Brad Jones email address?

Brad Jones's primary email address is **********@northerntrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Brad Jones work for?

Brad Jones is a VP of Wealth Management / Financial Planner at Northern Trust Wealth Management.

Where Brad Jones graduated from?

Brad Jones holds a degree in null from The Ohio State University.

How can I directly contact Brad Jones?

To contact Brad Jones directly, you can use the email address **********@northerntrust.com. Complete contact information is available upon registration with Muraena.

Who is Brad Jones?

Brad Jones is a seasoned Senior Portfolio Manager at Northern Trust Company in Naples, Florida, where he excels in managing client portfolios and implementing investment strategies. With a strong background in financial planning and asset allocation, he is adept at forming investment policies and conducting thorough performance reviews. Brad's educational foundation includes a Bachelor of Science in Family Resource Management from The Ohio State University, complemented by his Certified Financial Planner™ certification. His extensive experience in wealth management positions him as a trusted advisor for clients seeking holistic financial solutions. In addition to his professional achievements, Brad is fluent in German, adding a unique dimension to his client interactions. He has held multiple leadership roles within Northern Trust, showcasing his commitment to excellence in the financial services industry. Outside of work, he is likely to stay updated on emerging investment trends, reflecting his dedication to continuous professional growth.

Brad`s contact details

mail

**********@northerntrust.com

**********@lfg.com

**********@ntrs.com

Colleagues

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Kristin Necessary Brookhart

Senior Relationship Advisor, Senior Vice President

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Erica Yale

Vice President & Associate Wealth Advisor

Kelly Peterson

Senior Consultant

Holly Cannady Tapia

Assistant Vice President and Trust Administrative Officer

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Carmine Malfeo

Chief Administrative Officer Central Region, Senior Vice President

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Deborah Finn

2nd VP - Officer - Associate

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Deborah Wolf

Trust Administration

Northern Trust Bank Gutter

2nd Vice President

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Olga E Albert

Vice President

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Duane Teevans

Investment Associate

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