Isaac Bradley is the Director of Financial Planning at HB Wealth. He uses his breadth of knowledge to work closely with HB Wealth client service teams on retirement, estate, insurance, tax, business transition, and charitable planning issues. He is responsible for creating scalable resources for advisors, ensuring they have access to the latest relevant information, and implementing consistent planning processes.
Prior to joining HB Wealth, Isaac was a Senior Wealth Planning Strategist with Wells Fargo in their Atlanta office where he worked with clients to develop plans and implement solutions based on a thorough understanding of their personal goals and objectives. Prior to working at Wells Fargo, he was an attorney at Lynch & Eatman, LLP for eight years, practicing in the areas of estate planning, tax, general business, and commercial real estate. Prior to working at Lynch & Eatman, LLP, Isaac was an accountant with KPMG, LLP. He has been in the financial services industry for more than 15 years.
Isaac earned a Bachelor of Arts degree in Mathematics and English from Brevard College, and a Juris Doctor and Master of Accounting from The University of North Carolina. He is a past Chair and active member of the NCBA Tax Section (2009 – present) and also holds the Certified Public Accountant designation. Isaac is a CERTIFIED FINANCIAL PLANNER™ professional.
Isaac and his wife Lucy have two children, Wren and Woods. He enjoys spending time outside with his family and stays in shape trying to keep up with his kids.
