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Bradford C

Series 63, Series 65

Winter Park, FL

Virtus Financial Partners

Bradford Combes is a financial advisor at Virtus Financial Partners with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Virtus Financial Partners since 2017, alongside prior roles at Principal Securities Inc. and Principal Life Insurance Company. Combes is also the owner of BWD Financial Group, LLC, an investment-related business formed in 2023. Virtus Financial Partners advises individuals, high-net-worth clients, small businesses, and employer-sponsored retirement plans, providing discretionary portfolio management, financial planning, 529 college-savings advisory, and qualified plan consulting. The firm’s investment approach includes fundamental, cyclical, and economic analysis and incorporates held-away order-management tools to monitor and rebalance various accounts, while offering educational programs and services tailored to retirement plans and younger clients.

College savings (529s, UTMA, etc.) Young Professionals
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Stanley S

Series 63, Series 65

Winter Park, FL

Virtus Financial Partners

Stanley Stewart is a financial advisor at Virtus Financial Partners with 17 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Principal Securities Inc. and Principal Life Insurance Company. Outside of advisory work, Stewart serves as president of CSKF Properties, LLC, an investment-related real estate holding company. Virtus Financial Partners serves individuals, high-net-worth clients, small businesses, and employer-sponsored retirement plans, providing portfolio management, financial planning, and 529 college-savings advisory. The firm employs fundamental and economic analysis to guide investments and offers education programs for retirement plan participants and younger clients.

College savings (529s, UTMA, etc.) Young Professionals
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Allan S

Series 63, Series 65

Winter Park, FL

Virtus Financial Partners

Allan Stevenson is a financial advisor at Virtus Financial Partners with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Principal Securities Inc and Principal Life Insurance Company. Outside of his advisory role, Stevenson serves as a board member for Innovation Montessori School in Ocoee, FL, where he participates in governance and financial oversight. Virtus Financial Partners advises individuals, high-net-worth clients, small businesses, and retirement plans, providing portfolio management, financial planning, and specialized services such as 529 college-savings advisory. The firm uses fundamental and economic analysis to guide investment decisions and supports employer-sponsored plans through dedicated education and technology-driven monitoring tools.

College savings (529s, UTMA, etc.) Young Professionals
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