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BRAD STEVENS, CPWA®, CEPA

Family Wealth Advisor & Founder

Professional Background

Brad Stevens, CPWA®, CEPA, is a distinguished Family Wealth Advisor and the visionary founder of Knight Family Wealth, a firm dedicated to simplifying the intricate financial landscapes faced by ultra high-net-worth individuals and families. Established in 2019, Knight Family Wealth is the culmination of Brad’s passion for enhancing the financial experience of clients through transparency and accountability. Drawing on over a decade of strategic business and financial consultancy experience, Brad brings a wealth of knowledge to his role, ensuring that clients receive tailored solutions that suit their complex needs.

At the helm of Knight Family Wealth, Brad leads a dedicated team of professionals with backgrounds in accounting and law. This diverse skill set positions the firm to offer unmatched industry expertise, effectively guiding clients through the myriad of financial decisions they must navigate. Brad’s leadership style is centered around fostering collaboration and innovation, ensuring that each client benefits from a strategic, big-picture approach to wealth management.

Education and Achievements

Brad Stevens received his Bachelor of Science degree in Finance from DePaul University in Chicago, which laid the foundational knowledge essential for his career in wealth management. To further bolster his credentials, Brad has acquired several advanced certifications that underscore his commitment to excellence in serving high-net-worth clients. He is a Certified Private Wealth Advisor®, a prestigious designation created specifically for wealth managers focused on the unique challenges and opportunities associated with high-net-worth individuals.

In addition, Brad has earned his Series 63 and Series 65 licenses, allowing him to operate as a uniform securities agent and investment adviser, respectively. His educational pursuits also include completing specialized courses in Income Taxation and Fundamentals of Estate Planning through the esteemed American College, equipping him with deep insights into essential financial and legal considerations that affect clients’ wealth management strategies.

Brad also maintains his Life, Health, Property, and Casualty licenses, enabling him to provide comprehensive financial advice that encompasses various aspects of wealth protection and growth. He is an active member of the Investments and Wealth Institute, reflecting his dedication to continuous professional development and staying abreast of industry best practices.

Professional Experience

Before founding Knight Family Wealth, Brad held several pivotal roles in the financial services sector that significantly contributed to his expertise and understanding of wealth management. He served as Personal CFO at JarredBunch Consulting, an independent Registered Investment Advisory firm, where he honed his skills in financial strategy and client relationship management. Prior to that, he occupied consulting positions focused on finance at renowned global financial services firms, broadening his perspectives on wealth management and client servicing on a wider scale.

Earlier in his career, Brad worked as a Disability Income Specialist at Affiliated Financial Specialists, LTD, and as a Financial Advisor at Principal Financial Group. Each of these roles enriched Brad’s capabilities and understanding of the various facets of personal finance, enabling him to create targeted strategies that meet the diverse needs of his clientele. His journey in the financial world started as a Junior Trader at Kottke Associates, where he laid the groundwork for his future endeavors in wealth management.

Community Engagement & Personal Interests

Beyond his professional pursuits, Brad Stevens is a dedicated community servant. He serves as an Officer and Board Member for the Charity Polo Classic, an initiative aimed at supporting numerous deserving charities throughout the Tampa Bay area. His involvement with this organization illustrates his commitment to giving back to the community and helping those in need.

Outside of his professional responsibilities, Brad enjoys spending time outdoors, engaging in learning opportunities, travel, and connecting with like-minded individuals who share his passion for growth and creating impactful opportunities for others. These interests not only enrich his life but also inform his approach to client service, as he understands the importance of holistic living and the impact of financial well-being on achieving one’s personal goals.

Conclusion

Brad Stevens is a dedicated and accomplished professional whose career in wealth management is marked by his commitment to transparency and client service excellence. With a robust educational foundation, significant industry experience, and a passion for community engagement, Brad stands out as a leading figure in the field of financial advisory. Through Knight Family Wealth, he continually strives to bring clarity and accountability to the lives of ultra high-net-worth individuals and families, ensuring they have the support they need to navigate their financial journeys effectively.

Related Questions

How did Brad Stevens develop his expertise in wealth management for ultra high-net-worth individuals?
What inspired Brad Stevens to create Knight Family Wealth in 2019?
In what ways does Brad Stevens incorporate accountability and transparency into his financial strategies for clients?
What are the key differences between a Certified Private Wealth Advisor® and other financial designations, according to Brad Stevens?
How does Brad Stevens balance his professional duties with his community service initiatives, especially with the Charity Polo Classic?
BRAD STEVENS, CPWA®, CEPA
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Location

Tampa, Florida, United States