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Alec B

Series 66

Evanston, IL

Raymond James Financial

Alec Bradley is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., based in Evanston, IL. He has six years of industry experience, including prior roles at the University of Wisconsin and Warren Township High School. Alec is also involved as an independent contractor with two support companies, Bradley Investment Center and Bradley Private Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutional investors, and nonprofit organizations. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, alongside specialty services in municipal and public finance.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Dale B

Series 63, Series 66

Evanston, IL

Raymond James Financial

Dale Bradley is a financial advisor with Raymond James Financial Services Advisors, Inc. in Evanston, IL, holding Series 63 and Series 66 registrations and bringing 36 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as president of two support companies, Bradley Investment Center and Bradley Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and various organizations. The firm offers tailored, non-discretionary consulting using risk profiling and modeling tools, and supports a broad network of advisors with specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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