Senior Wealth Advisor
Senior Executive, Summit Private Client Group
Bradley Towle serves as a Senior Wealth Advisor and Senior Executive for Summit Wealth Partners Private Client Group in the Naples office. Brad has an extensive professional expertise in the areas of wealth management, specializing in comprehensive financial planning and investment management. He strives for excellence in designing and implementing investment portfolios that best achieve the client’s objectives.
Brad obtained his Bachelors Degree is in Business and Economics from Wilfred Lauier University (Canada) and completed his Graduate School of Banking degree at the University of Wisconsin. He also earned his Graduate Trust School Degree from the American Bankers Association. Brad has been recognized several times as a “Five Star Advisor: Best in Client Satisfaction – Wealth Management Award” from Gulfshore Life Magazine. Additional certifications include an insurance license with the State of Florida and a FINRA Series 65 Securities License.
Brad is presently a member of the Naples Estate Planning Council and the International Men’s Club of America.