John Bradley, CIMA®
Managing Director | Financial Advisor
Within his role as both a financial advisor and managing director, John works with individuals and families, mostly in the Ohio area, to help them build and preserve their wealth. He fosters a mantra "If you help enough people in life, you'll find that they will help you". Meeting new people and becoming part of their team to help meet their life and aspirational goals is something that John truly loves about his career. Having nearly four decades of experience in the financial markets, John has served clients through three recessions and countless corrections. He has a strong foundation of experience in assessing the markets to provide clarity in headlines and adjusting individual financial plans to meet your evolving goals. Whether you aspire to educate your children and grandchildren, plan your dream retirement, transition wealth to those you love or otherwise, he welcomes the opportunity to discuss how to achieve this together.
John is a graduate of the University of Dayton where he earned a bachelor’s degree in Finance. Being a lifelong learner, he went on to complete graduate coursework at Vanderbilt University, the Wharton School at the University of Pennsylvania and earned the prestigious CIMA® designation with the Haas Business School at UC Berkeley. John has also been recognized by Forbes for one of the Best-In-State Wealth Advisors in Ohio.
He and his wife, Susan, belong to the Incarnation Parish with their three active daughters; Grace, Lily and Hope. Being an outdoor enthusiast, John is an avid golfer, boater and enjoys fishing. He is also on the Board of Trustees for Archbishop Alter High School and a member of University of Dayton Davis Center Advisory Board.
Investment & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.
John Bradley & Travis King both received the Forbes recognition in 2022.
Date rating was given: Published on April 2, 2022
Rankings were based on data as of June 30, 2021
The third party was Forbes
Compensation was not applicable for this award
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