Brad Carroll, FPQP®
Director of Operations
- With IAG since: 2011
- Professional Certifications: Financial Paraplanner Qualified Professional™
- Personal: Family, sports, and the great outdoors
- Phone: 262-446-8150
- Fax: 262-446-8135
- Email: moc.s1563266437rentr1563266437aphtl1563266437aewga1563266437i@llo1563266437rracb1563266437
As the leader of the operations team it is my responsibility to ensure every client receives the best experience possible. I work closely with my team to keep them informed of any regulatory and procedural changes. My goal is to help the advisors and the support staff work together as a strong, cohesive group.
I strive to give every IAG Wealth Partners client unparalleled customer service, because it’s not the job that makes you successful, but how well you do that job. My collaboration with our advisors extends to a myriad of projects, helping answer questions and building custom financial roadmaps for each client.
IAG has a strong team environment where we are all encouraged to grow to our full potential and achieve our own personal goals, even as we work hard toward helping our clients pursue theirs. My skills as a Financial Paraplanner Qualified Professional enable me to synthesize complex strategies and deliver carefully planned financial options.
IAG is a great place to work, in part, because of the many educational and professional growth opportunities. The leaders of the company welcome our ideas and encourage collaboration and education, which means we’re always taking a fresh look at how we can do the best possible job for each and every one of our clients. Our team is my second family. When you work with us, you’ll feel like family, too.
Brad enjoys playing basketball, tennis, softball, biking, and jogging. He takes every opportunity to spend time with his family, especially his two adorable nieces.