Broker Check
Brad  Palmer

Brad Palmer

Wealth Advisor

As a financial advisor, I prioritize my clients' needs and believe in long-term investing. I develop personalized and easy-to-understand financial strategies, supporting goals such as retirement planning, education funding, estate planning, and navigating unexpected circumstances. Partnering with clients for life, I ensure they stay on track.

With a distinguished 28-year military service in the U.S. Army and NC National Guard, I retired as an Operations Sergeant Major in 2018. Throughout my service, I managed programs and led soldiers, prioritizing their financial health and conducting workshops during downtime. These experiences, along with personal encounters, inspired my transition to finance, where I find joy in helping others achieve financial well-being.

Beyond my work, I actively engage in community organizations like the Veterans of Foreign Wars, American Legion, Masonic Lodge, and Holy Cross Church. Serving on the Clayton Chamber of Commerce Board of Directors, Johnston County Veterans Advisory Board, and as VFW Post 5886's Post Commander, I contribute to my community's growth.

I value time with my wife, family, and friends. Outdoor activities, home improvement projects, and reading bring me fulfillment. I also utilize my skills to assist others with projects and participate in church mission trips. Together with my wife, I enjoy gardening, traveling, and cherishing our shared moments.