Brad French, Financial Advisor
Investment Advisor Representative of Commonwealth Financial Network, a Registered Investment Adviser
"History is pattern recognition." The longer you live with yourself, the more you begin to recognize patterns in your behavior. Brad's professional and life experience can help you create positive patterns while bringing clarity and confidence to your plans. Financial Planning with a focus on balance and lifestyle.
Brad is a lifelong resident of New England. His practice is unique because he has built an extensive network of professionals who are also available to assist you when necessary. Our planning will prepare you financially for whatever life event you are facing.
In his spare time, Brad enjoys spending time with his wife Sue and their family, Brandon, Ben and Gemma. He is a British car enthusiast, owning a MGB-GT. He also enjoys going to the gym, bicycling along the NH seacoast and connecting with old friends and meeting new, interesting people.
His community outreach includes: - Financial Radio Personality, hosting a series of daily personal finance talk shows
- Finanical correspondent for New Hampshire Public Television's news magazine, NH Outlook
- Public speaker on topics of finance and personal balance
- Contributor/Panelist for numerous industry conferences, roundtables and study groups
- Active supporter of Seacoast non-profits, including The Mark Wentworth Home, Seacoast Family Promise and NH Public Television
Brad holds the following registrations and licenses: - FINRA Series 7, 24, 63 & 65 registrations
- Member of the Financial Planning Association
- Member of the New Hampshire Estate Planning Council
- Member of the Financial Services Institute
- Appointed with nearly 30 insurance companies for Annuities, Life Insurance, Long-Term Care, Health and Disability Insurance
Deb Smith, Office Manager
Deb joined Brad's team at Commonwealth Financial Network in October 2006. She holds an Associates Degree in Business Administration from Fisher College in Boston. She brings more than 20 years of professional experience in client relations, event planning and sales. Her integrity, follow-through and dedication to quality and client service gained her the promotion to Office Manager in 2010.
As office manager, she is instrumental in keeping us compliant with industry regulations, expediting administrative matters for clients, and helping Brad with the everyday management of his practice. Her focus is on providing clients with excellent service while creating a warm and comfortable experience.
Deb has completed the Advanced Topics Symposium sponsored by Commonwealth Financial Network. Held in Newton, MA on June 6- 7th , 2011 this intensive two-day program provides education and training to staff. Sessions covered compliance regulations, personnel management, effective client communication, marketing and technology platforms. This year marked the 15th anniversary and was Deb's 4th year attending.
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