Brad Schueler

Brad Schueler, CFP®

Brad Schueler, CFP®

CFP®, Senior Wealth Advisor

Brad joined Cassady Schiller in January 2017 and has nearly a decade working in the Personal Finance space.  Brad’s primary focus is to drive clients’ success through ensuring each component of their financial plan is complementary with the other.  He leverages knowledge in the areas of Investment Management, Tax Management, and Estate Planning to assist clients in developing their personalized financial plans.

Most Recently Brad spent nearly six years with Fidelity Investments as a Financial Consultant, assisting high net worth clients with their financial planning needs.  Prior to that, Brad served as a Licensed Personal Banker with Fifth Third Bank assisting clients with Investments & Consumer Finance.  Brad is a Certified Financial Planner CFP®.

Brad resides on the east side of Cincinnati with his wife Anne and their four children.  During his free time Brad enjoys frequent get-togethers with family and friends and actively participates in church functions and events.

 

Education

University of Kentucky, B.S. in Business & Economics

In the Community

  • Finance Coordinator for Ohio Valley Voices Parent Group
  • Stewardship Committee at St. Gertrude Catholic Church