Brentwood, TN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Bradford Financial Center
Team
Firm-wide stats for Bradford Financial Center
About
Bradford Financial Center works with individuals (including high‑net‑worth clients), trusts, estates, businesses, and retirement plans to provide comprehensive financial planning and portfolio management. The firm offers discretionary investment management through its Watch and Manage service, referrals to third‑party investment advisors, and access to the SEI Asset Management Program.
The firm combines a computerized Watch and Manage program that signals trend-based moves with analyst review, and uses charting, fundamental, technical and cyclical analysis across long‑ and short‑term strategies. Accounts are generally managed on a discretionary basis, with periodic rebalancing, model allocation options via SEI, and plan‑level services such as 401(k) investment selection and participant education.
Compared with many peer teams, Bradford is organized within a broader group of affiliated businesses—an accounting network, an insurance agency and a commercial funding entity—which allows coordination of tax, insurance and mortgage services alongside advisory work and supports specialized consulting for sales of appreciated property (e.g., Deferred Sale Trusts, Private Annuity Trusts, 1031 exchanges). The firm also regularly coordinates with outside attorneys and CPAs and uses third‑party asset managers and model programs, a multi‑disciplinary structure that is less common among similar advisory teams.
Based on Bradford Financial Center
Expertise
Based on Bradford Financial Center
Location
205 Powell Place, Suite 226
Brentwood TN 37027
Advisors at this office
2
Advisors at this office
Jerome M
CFP®, Series 63, Series 65
Brentwood, TN
Bradford Financial Center
Jerome Moore is a CFP® professional with 30 years of industry experience, currently serving at Bradford Financial Center. He has held roles at various affiliated firms including Bradford Tax and Accounting, Bradford Insurance, and Tower Wealth Advisors. Moore is also an instructor for the Certified Financial Planner certificate programs at Belmont University and Kaplan. Bradford Financial Center provides comprehensive financial planning and portfolio management for individuals, trusts, estates, businesses, and retirement plans. The firm uses a discretionary investment management approach that integrates computerized trend analysis with multiple research methods and collaborates with a network of affiliated businesses offering tax, insurance, and mortgage services.
Brandon W
CFP®, Series 66
Brentwood, TN
Bradford Financial Center
Brandon Walker is a CFP® with 20 years of experience and currently serves as an advisor at Bradford Financial Center. He also owns a legal practice specializing in estates and trusts, which he has operated since 2007. Walker has held roles at multiple affiliated firms including Bradford Insurance and Tower Wealth Advisors since 2014. Bradford Financial Center provides comprehensive financial planning and portfolio management to individuals, trusts, estates, businesses, and retirement plans. The firm employs a combination of trend-based computerized monitoring and analyst review, integrating technical and fundamental analysis in discretionary portfolio management, while coordinating tax, insurance, and mortgage services through its network of affiliated businesses.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)