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Brooks L

Series 63, Series 65

Greenville, NC

Gradient Advisors, LLC

Brooks Lindblad is a financial advisor at Gradient Advisors, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Southern Tier Consulting and Prosurity Inc. Lindblad is also owner and investment advisor representative of Southern Tier Wealth Management, where he provides financial planning. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Retirement income strategy General tax planning
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Connor W

Series 65

Greenville, NC

Gradient Advisors, LLC

Connor Woodlief is a financial advisor with Gradient Advisors, LLC in Greenville, NC. He holds a Series 65 designation and has one year of industry experience. Prior to entering the financial sector, he worked at Chick-Fil-A for six years. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates primarily through third-party money managers and Investment Advisor Representatives, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

Retirement income strategy General tax planning
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