Buckingham Stories: Brad Jenkins, Wealth Advisor

During his college baseball career, Brad Jenkins never hit a home run. Instead of swinging wildly for the fences, hoping he’d connect, Brad focused on his role as the leadoff hitter. He hit line drives, drew walks and stole some bases — a lot of bases, in fact.

Brad is still following that grounded, practical approach as a Buckingham advisor, such as when he went to lunch with a client, who started talking about swinging wildly for the fences by investing in the same hedge fund a friend

was involved with. Brad reminded the client to keep his focus and take his investing future one base at a time. The result: The friend didn’t fare so well, while Brad’s client stayed in the game.

Brad believes strongly that his clients should have total wealth management, and as a CERTIFIED FINANCIAL PLANNERTM professional, he has demonstrated proficiency in the areas of insurance and risk management, employee benefits, investments, income tax, retirement and estate planning. Blend those all-around skills with a big-picture mindset, and it’s easy to see why Brad is an invaluable member of the Buckingham team.

Read More About Brad Jenkins, CFP®, ChFC, CLU

Copyright © 2013, The BAM ALLIANCE. This material and any opinions contained are derived from sources believed to be reliable, but its accuracy and the opinions based thereon are not guaranteed. The content of this publication is for general information only and is not intended to serve as specific financial, accounting or tax advice. To be distributed only by a Registered Investment Advisor firm.

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Buckingham Strategic Wealth

Buckingham Strategic Wealth was founded in 1994 to provide a disciplined, academically based investment experience tailored to address each client’s distinct willingness, ability and need to accept market risk. Offering an advisor relationship built on personal trust and company-wide integrity, we serve as a Registered Investment Advisor offering fee-based investment management to individuals, businesses, trusts, partnerships, not-for-profit organizations and retirement plans.

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