Financial Advisors
Charleston, SC
Edward Jones financial advisor Brad Worsham, CFP®, helps individuals and families in Charleston build comprehensive financial plans tailored to their goals. With credentials including CPWA®, AAMS®, CRPC™, and CRPS™, Worsham offers investment management, retirement planning, college savings strategies, and wealth preservation guidance. Edward Jones combines personalized service with a fiduciary approach to help clients work toward their long-term financial objectives.
Ideal for: Individuals and families seeking comprehensive financial planning, Pre-retirees and retirees planning income strategies, Business owners managing wealth
Service area: Charleston, SC and surrounding areas
CFP® and CPWA® Certified: Brad Worsham holds advanced certifications including CFP® (Certified Financial Planner), CPWA® (Certified Private Wealth Advisor), and additional credentials reflecting deep expertise in comprehensive financial planning.
Fiduciary Commitment: Edward Jones advisors operate under a fiduciary standard, putting clients' interests first in all recommendations and investment decisions.
Full-Service Financial Planning: Offers integrated services including investment management, retirement planning, college savings, estate planning coordination, and insurance solutions in one relationship.
Address: 1014 St Andrews Blvd Suite 210D, Charleston, SC 29407
Phone: (843) 769-0368
Website: edwardjones.com
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