Brad Lawing, CPWA®

Vice President

If you ask Brad’s lifelong clients why they’ve chosen to work with him, they’ll agree it’s because Brad has a gift for taking the complex task of investing and making it simple and easy to understand. Brad creates a personalized road map for his clients (individuals, families or business owners) which helps them navigate their ever-changing financial situations. This road map helps them stay in tune with their investments and keeps them on track for both short and long-term saving objectives.

As a Certified Private Wealth Advisor, Brad is skilled in identifying and analyzing the challenges high net worth individuals face. He also understands how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth and transfer wealth. Brad has been serving in the financial services industry since 2006 and is one of the founding partners, and current Vice President of Prevail.

Brad earned a degree in risk management from Missouri State University.