Bradley S. Davis, ChSNC®


Profession LogoFINANCIAL PLANNER
Bradley S. Davis, ChSNC®

Investment Strategists Special Needs Planning

10225 N. Knoxville Ave.
Peoria, IL 61615
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Profile

Brad is a Senior Wealth Advisor and Chartered Special Needs Consultant® professional with Investment Strategists Special Needs Planning.  Prior to concentrating his practice on holistic financial planning for individuals with special needs and their families, Brad practiced within the financial services industry for over a decade.

Brad's passion for special needs planning is fueled by his son, who has Autism Spectrum Disorder.  Brad's goal is to make the world a little bit better each day for the special needs community, and aims to do his part in bettering the financial picture for these individuals and their families.  

Brad is a frequent speaker at events for organizations representing various special needs and serves the majority of his free time in a volunteer role on the board of the Central Illinois Autism Association, as well as various other committees.  Brad offers a unique combination of youth and experience giving his clients the potential for a long-term planning relationship that could span multiple generations.

Firm Description

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Firm Website: www.investatbb.com
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   I understand that by contacting a lawyer or a law firm through the Academy of Special Needs Planners, I will not create an attorney-client relationship and the message will not necessarily be treated as privileged or confidential. I also understand that if I contact a non-attorney member of the Academy, whether a financial planner, trustee or other non-attorney, that such contact does not by itself mean that the professional has been retained and that communications with the member may not be treated as privileged or confidential.