Brad Glickman is a CERTIFIED FINANCIAL PLANNER TM Professional and a founding partner at IntegriGen Wealth Management. Brad has over 25 years of experience in the wealth management business with the goal of helping people pursue what really matters in their financial lives.
Brad feels a deep sense of responsibility to always do what is right for his clients. In the wake of the numerous financial scandals over the last decade, Brad works hard to develop a deep level of trust to ensure his clients truly understand that he holds their best interest at heart. He acts as their partner during times when change can be both scary and uncertain. Brad knows retirement isn’t just about finances, as he guides his clients through a process that helps them identify what is most important to them about this time in their lives, as well as look towards the future. By providing information relating to their finances, Brad coaches his clients through the financial and emotional decision process and helps them to embrace the changes with clarity and confidence.
Brad has been featured on Fox News DC, Fox, & NBC Baltimore on multiple occasions discussing strategies for retirement and income planning for Baby Boomers. He was also quoted in the Washington Post discussing the importance of saving for retirement, the Wall Street Journal addressing the importance of a disciplined investment plan and the Associates Press in Redefining Retirement. He was a prior member of the Washington D.C. Board of Trade and participated in their Executive Networks Group.
Brad is a Registered Representative of LPL Financial and Investment Advisor Representative of Maryland Financial Group. Brad graduated with a degree in Finance from the A.B. Freeman School of Business at Tulane University in 1995. He resides in Potomac, MD with his wife, Sheri and children, Brooke and Blake. Brad is active in his community and enjoys coaching youth football teams. He considers himself to be a fantasy football guru and is never shy about giving line-up advice.