Bradley S Goldfarb - Merrill Lynch Financial Advisor

Financial Advisor, Merrill Lynch

Bradley S Goldfarb

Vice President

Global Wealth Management

BOCA CENTER-TOWER 1
5200 TOWN CTR CIRCLE
Suite 101/500
BOCA RATON, FL 33486

Phone: (561) 361-3455
Email:

Directions to Branch

PROFESSIONAL PROFILE

A First Vice President-Investments, Brad Goldfarb began his career in financial services in 1985 with Merrill Lynch in the Cedarhurst, New York office. He has resided in Florida since 1993 and received his Certified Investment Management Analyst (CIMA®) designation from the Wharton Business School in conjunction with the Investment Management Consultant's Association (IMCA) in 1996. In 2005 he was awarded a United States Registered Trademark for his financial consulting process, Multidimensional Asset Planning™. Brad is a portfolio manager in Merrill Lynch's PIA program. During his career, he has received many awards for consulting services and has published numerous articles for various publications. A music enthusiast, he is a member of The National Academy of Recording Sciences (GRAMMYS).

Brad serves on the Board of Directors for Nat King Cole Generation Hope, The Palm Beach County Film & Television Commission, Hospice by The Sea in Boca Raton and SOS Children's Villages in Coconut Creek. He is also a President's Member of the Palm Beach Business Development Board.

He is an avid golfer (member of TPC Eagle Trace in Coral Springs), enjoys tennis and snow skiing (a former PSIA Registered Ski Instructor), holds a Private Pilots license, and enjoys exotic automobiles, photography, and quality family time. He is also a former Tribal Chief and is an active participant in the Parkland YMCA Indian Princesses program with his daughter. Brad resides in Parkland, Florida with his wife of 26 years, three children and two dogs.

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Bradley Goldfarb is registered to do business in: AZ, CA, CO, CT, FL, GA, MA, MD, MI, MS, NC, NH, NJ, NY, SC, VA, VT, WA

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