« Back to Team

Brad T. Vineyard, CFP®, CRPC®

Managing Director
Brad Vineyard collage

I have over 20 years of experience as a financial advisor starting my career directly out of college at Merrill Lynch. At a young age, I was taught the value of serving others. Just as pastors serve the faith and doctors serve the health, I believe there's a great need for advisors to serve the comprehensive financial needs of their clients. I view myself as a family's life advisor using my diverse investment background to focus on strategic investment planning, tactical asset allocation modeling, portfolio income strategies and risk management strategies.

Away from the office, you can find me rooting on my daughters' club sport teams, training and participating in triathlons and training in the Martial Arts self-defense techniques of Gracie JuJistu. I am naturally inquisitive and spend time reading to gain knowledge in my field, as well as build upon my faith. My wife, Angela, and I live in Allen, Texas, with our three daughters and two dogs.

CA Insurance License Number: OM31714. Resident State TX.

Professional Focus

As a managing director and family-first person, Brad works to foster a culture of collaboration and trust for the team's families, associates and partners. His goal is to provide families with confidence in knowing they have a plan in place so they can enjoy their lives.

Past Experience

  • Wells Fargo Advisors
  • Merrill Lynch

Education & Professional Achievements

  • Certified Financial Planner (CFP®) designation, 2006
  • University of Central Oklahoma, B.A. Business Administration, Finance; Minor in International Business

Ready to put a plan in place for the future?

Contact Us