Brad McGrew, CFP

Partner

Brad McGrew is a Partner and Wealth Advisor at Waypoint Wealth Counsel. Brad has over 20 years of financial experience.He specializes in working with business owners, athletes and entertainers, and corporate executives. Brad started his career at Arthur Andersen where he focused on tax planning and financial planning for high net worth individuals. Brad is passionate about developing unique solutions to complex financial planning issues for his Clients. Brad finds his education and experience as a CPA invaluable in the development of wealth management strategies.

Prior to joining Waypoint, Brad was a wealth advisor at Goepper Burkhardt + McGrew. He also worked as a Wealth Advisor in the Private Wealth Management division of SunTrust Bank. In his role at SunTrust, he worked extensively with business owners, helping them develop financial planning strategies that minimized the tax impact of the sale of their company.

Brad is a CPA, Certified Financial Planner ? practitioner and is accredited as a Personal Financial Specialist by the American Institute of CPAs. He earned a Bachelors of Art in Accounting from the University of West Florida and a Masters in International Business from Georgia State University.

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