Brad Stevens, CPWA®, CEPA®
Family Wealth Advisor & Founder of Knight Family Wealth, is dedicated to bringing ultra high-net-worth individuals and families simplicity through accountability and transparency. Inspired to streamline their increasingly complex lives, Brad founded Knight Family Wealth in 2019 after 10+ years of strategic business and financial consultancy experience. As the firm’s visionary, Brad is dedicated to bringing big picture strategies and solutions to clients. Brad leads a team of professionals with Accounting and Legal backgrounds, dedicated to bringing unmatched industry expertise.
Brad is a Certified Private Wealth Advisor®, an advanced credential created specifically for wealth managers working with high-net-worth clients. His licenses include Series 63 (Uniform Securities Agent State Law Exam) and Series 65 (Uniform Investment Adviser Law Exam). He’s also completed HS 321 Income Taxation and HS330 Fundamentals of Estate Planning courses through the American College. Brad holds his Life, Health, Property and Casualty licenses and is a member of Investments and Wealth Institute.
Prior to founding Knight Family Wealth, Brad served as Personal CFO at JarredBunch Consulting, an independent Registered Investment Advisory firm. Prior to that, he held financial-focused consulting positions at global financial services firms.
Brad earned a Bachelor of Science in Finance from Chicago’s DePaul University. A Tampa, FL resident, Brad enjoys spending his time outside of the office learning, traveling and participating in new experiences with like-minded, growth-focused individuals who are working to create bigger opportunities for those around them. He’s also honored to serve as Officer and Board Member to the Charity Polo Classic, helping various deserving charities throughout the Tampa Bay area.