Meet Edward Bradford

Ed_Bradford_Photo

Edward Bradford, AAMS® linkedin3

Accredited Asset Management Specialist
Financial Advisor
Edward.Bradford@LiftBridgeFinancial.com

After more than a decade of experience in the financial services industry, Ed Bradford was looking for a way to better meet the unique needs and financial goals of each of his clients. Partnering with Raymond James gave Ed the ability to offer a wider range of financial and retirement planning strategies without any conflicts of interest. He made the decision to become an independent financial advisor and founded LiftBridge Financial Advisors in 2011. Today, he is the managing partner of one of the largest and fastest growing independent financial services firms in the Rochester, NY area.

A graduate of State University of New York at Buffalo, Ed completed his Accredited Asset Management Specialist® designation in 2006. He holds his Series 7, 9, 10, 63 and 65 registrations. Ed is a member of Fairport Rotary and serves on several boards, including: Fairport/Perinton Merchants Association, Fairport Canal Days, and the Advent House. A Fairport resident since 1999, Ed enjoys spending time with his wife Kate and their two daughters. They can often be seen at various Fairport events or walking their dog, Maizey.

Check the background of this investment professional on FINRA’s BrokerCheck

AAMS® | Accredited Asset Management Specialist | A professional designation awarded by the College for Financial Planning to financial professionals who successfully complete a self-study program, pass an exam and agree to comply with a code of ethics. Successful applicants earn the right to use the AAMS designation with their names for two years, which can improve job opportunities, professional reputation and pay. Every two years, AAMS professionals must complete 16 hours of continuing education and pay a fee to continue using the designation. The AAMS program is developed in conjunction with some of the nation’s top investment firms. Applicants study case studies based on real-life scenarios designed to prepare them to be effective in the real world and build lasting relationships with clients.