LONGWOOD, Fla.--Retirement Wealth Specialists (RWS), a Florida-based wealth management firm with locations in Longwood, Sarasota, and St. Augustine/Ponte Vedra Beach, welcomes Charlotte Clegg Bradley as its new Financial Wealth Advisor.
In her role, Charlotte will partner with RWS Co-Founder and President Mitchell B. Walk, AAMS®, to provide exemplary client service and grow the firm’s presence in the St. Augustine/Ponte Vedra Beach area. She will also work with some of the firm’s clients throughout Florida as well as nationally.
“Not only is Charlotte adept at asset management, she is extremely dedicated to serving clients — making her a perfect cultural fit for RWS,” said Walk. “She seeks to understand each client’s unique circumstances and uses her expertise to create tailored strategies to meet their financial goals.”
Prior to joining RWS, Charlotte worked for PIMCO in New York City where she helped thousands of financial professionals prepare asset allocations and construct portfolios for clients. Charlotte’s Wall Street knowledge and experience will significantly benefit and add value to RWS and its client base.
She currently holds her Series 7, Series 63, Series 65, and Claritas Investment Certification from the CFA Institute and graduated from Bucknell University with a Bachelor of Science in Business Administration in Accounting and Financial Management.
“My mission is to empower clients with a sense of security and confidence in their financial future,” said Bradley. “Fueled by this passion, I look forward to continuing RWS’ legacy of superior client service and contributing to the firm’s ongoing success and continued expansion.”
RWS was acquired by Bluespring Wealth Partners in January 2020. The partnership is designed to enable RWS’ next level of growth through institutional-level capital support.
About Retirement Wealth Specialists
Established in 1998, Retirement Wealth Specialists is a client-focused financial firm committed to providing comprehensive wealth management services. Our team of professionals has over 122 years of combined financial services experience, giving us the acumen to go beyond basic financial planning. We incorporate investment management, tax reduction strategies, and family wealth planning into our clients’ overall wealth management plan. For more information, please visit www.retirementwealthspecialists.com.
Appropriately licensed members of Retirement Wealth Specialists (RWS) offer investment advisory services through Kestra Advisory Services, LLC (Kestra AS), and offer securities through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Bluespring Wealth Partners, Kestra AS, Kestra IS, and RWS are affiliated companies of Kestra Holdings.
About Bluespring Wealth Partners, LLC
Bluespring Wealth Partners is dedicated to the acquisition and servicing of wealth management firms, seeking continuity for clients and the business they have built. Bluespring Wealth Partners was established with the express purpose of helping entrepreneurs take their business to the next level of growth through flexible ownership arrangements, and institutional-level capital support.
By focusing on partnership as the driver of success, Bluespring Wealth Partners helps business owners ensure a lasting legacy while preserving the core values on which their firms were built.
Bluespring Wealth Partners is a subsidiary of Kestra Holdings.
For more information about Bluespring Wealth Partners, please visit www.bluespringwealth.com.