Bradd Kimes
Senior Financial Advisor at Compass Capital Management | Nashville Metropolitan Area
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Bradd Kimes, as a Senior Financial Advisor at Compass Capital Management, brings over 14 years of dedicated experience in delivering tailored wealth management solutions to high-net-worth individuals, families, and corporate clients. His extensive expertise encompasses comprehensive portfolio management, where he leverages a deep understanding of securities, mutual funds, ETFs, and alternative investments to optimize client portfolios. Bradd’s strategic approach emphasizes risk management and diversification, ensuring clients’ investment strategies align with their long-term financial goals.
At Compass Capital Management, Bradd plays a pivotal role in designing and implementing sophisticated retirement income strategies, helping clients build sustainable income streams that support their desired lifestyle throughout retirement. His proficiency in structuring IRAs, 401(k)s, and other retirement plans allows him to craft personalized solutions that maximize tax efficiency and growth potential. Additionally, Bradd guides corporate clients and their employees in selecting suitable retirement investment options, emphasizing education and empowerment to foster financial wellness within organizations.
Bradd’s comprehensive skill set includes expertise in rebalancing portfolios, buy-sell strategies, and key person protection, ensuring clients’ wealth is resilient against market fluctuations and unforeseen risks. His licensing across multiple states, including Life, Health, Variable Annuity, and Long Term Care Insurance, further enhances his ability to provide holistic financial planning. Known for his client-centric approach, Bradd Kimes is committed to helping clients pursue their financial aspirations with confidence, utilizing industry best practices and innovative investment strategies to secure their financial future.
Senior Financial Advisor at Compass Capital Management in May 2019 to Present
Senior Financial Advisor at Harvest Wealth Management, TN in October 2010 to May 2019
Financial Advisor at Edward Jones in November 2005 to October 2010
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Western Kentucky University, October 1989 to October 1993
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Retirement Income Strategies
Investment Strategies
Retirement Planning
Portfolio Management
Financial Planning
Long Term Care Planning
Long-term Care
Alternative Investments
Insurance
Asset Allocation
Investment Management
Financial Services
Securities
Wealth Management
Estate Planning
Strategic Financial Planning
Fixed Annuities
401k
Investments
Investment Advisory
Mutual Funds
Asset Management
Life Transitions
Wealth
Income Protection
Personal Finance
Manager Selection
Rebalancing
College Education Planning
Income for Life
Tax-advantaged Investment Strategies
Estate Preservation
Wealth Preservation Planning
Buy-Sell
Long Term Care Insurance
IRAs
Wealth Accumulation Strategies
Investment Policy Statements
Investment Policy Development
Simple IRA
College Funding Strategies
Guaranteed Lifetime Income
Multi-generational wealth transfer
Key Person Protection
Business Overhead Expense
Wealth Management Services
ETFs
Extended Care Planning
Divorce Financial Planning
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Discover more about Compass Capital ManagementWhat is Bradd Kimes email address?
Email Bradd Kimes at [email protected] and [email protected]. This email is the most updated Bradd Kimes's email found in 2026.
What is Bradd Kimes phone number?
Bradd Kimes phone number is 9312241194.
How to contact Bradd Kimes?
To contact Bradd Kimes send an email to [email protected] or [email protected]. If you want to call Bradd Kimes try calling on 9312241194. (updated on April 30, 2025)
What company does Bradd Kimes work for?
Bradd Kimes works for Compass Capital Management
What is Bradd Kimes's role at Compass Capital Management?
Bradd Kimes is Senior Financial Advisor
What industry does Bradd Kimes work in?
Bradd Kimes works in the Financial Services industry.
Bradd Kimes Email Addresses
Bradd Kimes Phone Numbers
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