Bradley Montgomery

Bradley Montgomery

President - Investments

Brad obtained his degree from the University of Michigan and concentrated on finance, accounting and marketing.  His law degree from Wayne State University,  allowed him to focus on business, taxation and estate planning. From the Ann Arbor based Institute of Continuing Legal Education, he received  probate and estate planning certification. He is a Investment Advisor Representative (IAR). Brad will provide  you with valuable  research and wealth management advice and he will intelligently invest, allocate and monitor your capital growth. Brad co-founded GLB Financial in March of 2009.

“My life is ruled by the principles of honesty, integrity and transparency .  I direct my recommendations along the lines of time horizon, risk profile, liquidity and targeted wealth goals for each client.”