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.
Chad Warrick is the Co-President & CEO of Summit Wealth Partners. Chad manages wealth advisors and a dedicated service team in the Orlando, Florida location.
Jason Print is the Co-President & CEO at Summit Wealth Partners and a CERTIFIED FINANCIAL PLANNER™ professional or CFP®. Jason manages a team in Naples Florida.
William P. Kovacs, JD serves as General Counsel for Summit Wealth Partners, LLC. Bill specializes in investment law with extensive business experience.