Bradley J May, CLTC®

Financial Advisor

  • Office 414-615-2920
  • Mobile 262-206-5665

Professional

I hear you. Being a financial advisor isn’t about handing a client a run-of-the-mill financial plan. It is not about having several conversations about money, or asking about your investment style.  It is about having conversations with people.  It’s about family and dreams and legacy. It’s about understanding, hearing, and listening, which what I do most; I listen more than I speak.  That is because listening to my clients explain their wants, as well as their needs, is absolutely essential in understanding how I can best help them achieve their financial goals comfortably, in the time span they want.

People are unique and want different things out of their lives. It is my job to first listen, and then create and monitor a custom plan which allows them these opportunities, also taking into account their current lifestyle needs.  Yet, even more so, it’s also my job to advise clients about the kinds of things they don’t want to think about: illness, premature death, disability.  I make sure your plan meets you and your loved one's needs for all that life hands you, both the good and the bad. 

A good life doesn’t just happen. A good life is planned and created.  For over 6 years, I’ve been helping clients plan their dreams into reality.  In that same time, I’ve also developed my own team of professionals with whom I closely work.  Together, we pool our knowledge and expertise to develop and maintain meaningful, personal relationships with our clientele.  We want to impact your life positively.  We want you to achieve success, financially and emotionally. We want you to be happy!

Years of Experience

Representing Northwestern Mutual since 2012.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck