Edward Bradford, AAMS® 
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 distinct 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 practices 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 66 registrations. Ed is a member of Fairport Rotary and is active in several community organizations, 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.
Recently, Ed was named to the 2023 edition of the
AdvisorHub’s List of 100 Solo Advisors to Watch†
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.
† | The 2023 AdvisorHub 100 Solo Practice Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022 and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual’s abilities in regard to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.