Brad Gwilliam

Brad, a firm founder, oversees the implementation of option and investment strategies for client accounts. He is a key contributor to our firm’s success in developing sophisticated investment strategies for high net worth investors. 

Before the formation of Watts Gwilliam & Company, Brad spent 5 years working for Merrill Lynch as a Wealth Management Advisor. In this capacity, he developed sophisticated option strategies designed to help clients with concentrated positions. Before working at Merrill Lynch, Brad covered the Midwest region for a national mutual fund company and also worked on their trading desk. 

Brad received his Finance degree from the W.P. Carey School of Business at Arizona State University. 

Brad and his wife, Jo, are third-generation Arizona natives and have six children. Brad is an avid ASU football fan and he enjoys golfing, working out, hiking, and coaching his kids’ sports teams.  He also enjoys volunteering in the community whenever he can.  

My specialties:

• Helping my clients manage the risk of concentrated stock positions using customized option strategies.
• Helping my clients adjust their investments to better suit their goals and lower stress.  
• Helping my clients find investment strategies to help them build wealth without a lot of volatility.  

E-mail: brad@wattsgwilliam.com