Meet Brad Everett,
CFA®, CAIA®, CFP®

Chief Investment Officer

"What’s money? A man is a success if he gets up in the morning and goes to bed at night and in between does what he wants to do." – Bob Dylan

A graduate of the Johns Hopkins University, Brad studied Applied Mathematics and Economics. He has successfully completed the Charted Financial Analyst (CFA) program, a multi-year program focusing on Investment Analysis, Portfolio Management, and Ethics. Most recently, Brad let the overachiever in him take over as he took it upon himself to complete the Certified Financial Planner (CFP) certification as well. At Key Financial, Brad works as a portfolio consultant. He organizes financial data, analyzes client information, and provides clear plans, projections and strategies for the future using our planning software and investment analysis systems.

Brad lives in Kennett Square, Pennsylvania, where he is happily outnumbered by his wife, daughter, and dog Francesca. When Brad is not out exploring his community or cooking up a healthy meal, he enjoys running, and as a former pitcher and outfielder, is an avid baseball fan. His brilliance with numbers is a real treat when giving all of us the blow by blow account of the previous night’s game.

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