Brad Hager
Tax Advisory, Preparation, Planning & Compliance at Chicory Wealth | Cary, North Carolina, United States
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Tax Advisory, Preparation, Planning & Compliance at Chicory Wealth in September 2024 to Present
Senior Tax Advisor at Townsend Asset Management Corp. in March 2022 to May 2024
Multi Office Management & Operational Leadership at H&R Block in July 2017 to March 2022
Founder & Managing Principal at Pierce & Edwards, LLC in April 2015 to March 2022
Assistant Vice President- Private Wealth Management at SunTrust in August 2010 to March 2015
Assistant Vice President at Janney Montgomery Scott LLC in May 2006 to August 2010
Associate Vice President, Investments at Wells Fargo in August 1998 to May 2006
Senior Account Manager at RB&W in January 1992 to January 1998
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Miami University, Bachelor of Science (B.S.)
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Tax Planning
Tax Advisory
Tax Preparation
Tax
Build Strong Relationships
Business Relationship Management
Sales Operations
Communication
Account Management
Asset Allocation
Consulting
Finance
Investments
Management
Portfolio Management
Retirement Planning
Series 63
Strategic Financial Planning
Strategic Planning
Strategy
Wealth Management
Financial Services
Asset Management
Retirement
Strategic Partnerships
Risk Management
Banking
Mutual Funds
Business Development
Financial Advisory
Sales
Leadership
Financial Analysis
New Business Development
Customer Relationship Management (CRM)
Executive Management
Estate Planning
Investment Management
Training
Program Management
Customer Service
Equities
Sales Management
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Discover more about Chicory WealthWhat company does Brad Hager work for?
Brad Hager works for Chicory Wealth
What is Brad Hager's role at Chicory Wealth?
Brad Hager is Tax Advisory, Preparation, Planning & Compliance
What is Brad Hager's personal email address?
Brad Hager's personal email address is br****[email protected]
What is Brad Hager's business email address?
Brad Hager's business email address is brad.hager@***.***
What is Brad Hager's Phone Number?
Brad Hager's phone (704) ***-*172
What industry does Brad Hager work in?
Brad Hager works in the Financial Services industry.
Brad Hager Email Addresses
Brad Hager Phone Numbers
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