Brad White, AIF®
Partner
About Brad.
Brad White, AIF®, is a natural builder driven by a passion for personal connections and creative problem-solving, initially forged an impressive career in IT before realizing his true calling – delivering personal financial advisory services that profoundly impact the lives of his clients. Today, Brad takes pride in being a seasoned wealth advisor. Clients regard him as a transparent, dependable financial partner and coach who delivers customized solutions for high-net-worth individuals and their families. As an Accredited Investment Fiduciary (AIF®), who holds the designations, certifications and licenses for investment securities and insurance coverages, Brad has the education to back up his real-life successes.
Brad holds a BSBA in Management Information Systems from the University of Tulsa College of Business. He serves as a member of the Board of Directors of the Tulsa Boys' Home, the Foundation for Tulsa Schools, the Holland Hall Alumni Association and is a graduate of Leadership Tulsa (Class 48).
Education
