Bradley Shepherd ^ChFC

Unmatched energy and optimism in the financial services industry

Brad joined the Founders family in 1997 and has been the personification of the Founders ethos ever since. In his current role, Brad captains the development and pursuit of Founders’ strategic vision in alignment with the company mission. Brad is also front and center throughout the Member Partner development process, fortifying his belief of leadership transparency.

Brad’s passion for developing meaningful relationships with those around him has set the foundation for a unified drive toward future success and growth of the company. “Unlike the typical broker dealer, who is driven strictly by financial gains, we are motivated by both the personal development and professional success of Member Partners and in upholding the trusted relationships we have with each of them. This is the Founders Difference,” Shepherd said.

Brad’s 25-year industry tenure began with him serving as a financial advisor, where his knack for serving others flourished. Ultimately, his drive to have an impact on the financial advisors themselves, so they may flourish in serving their clients, is what drew Brad into leadership role for Founders. He makes it his mission to serve both the community and the industry in a transparent and energetic manner.

Brad is a Chartered Financial Consultant, has served on various Boards of Directors and associations in Maryland, and holds a B.A. in Economics from Dickinson College.  He holds the Series 4, 6, 7, 24, 53, 63 and 65 licenses from Financial Industry Regulatory Authority.

In his free time, Brad enjoys competitive sports like soccer and tennis and enjoys spending time with his wife and two daughters.