Bradley established The DFS Financial Group with a vision to assist clients in achieving a work-optional lifestyle. His comprehensive services include comprehensive financial planning, investment management, protection planning, business development and growth planning, tax planning, and high-net-worth estate planning, among others. Bradley's goal is to elevate the financial success of highly successful business owners, professionals, and community members by adhering to his key core values: Education, Communication, Relationships, and a Fiduciary Approach.
In his personal time, Bradley enjoys the company of his wife, Libertee Stewart, and their two dogs, Leo and Shelbi. Some of his hobbies include playing golf, traveling, and attending professional football and baseball games. Bradley is actively involved in his local community through the Grapevine Rotary Club, Grapevine Chamber of Commerce, his church, and by supporting individuals with special needs.
Licenses
- Registered Representative (Series 7) - FINRA
- Investment Advisor Representative (Series 65/Series 63) - NASAA
- General Lines Insurance License (Life, Health, Disability, Long-term Care, and Annuity) -Texas Department of Insurance
Designations
- Chartered Retirement Planning Counselor® - The College for Financial Planning
- Accredited Portfolio Management Advisor® - The College for Financial Planning
