Adam Bray, CFP®
Chief Investment Officer
adam.bray@bishofffinancial.com
Adam offers our clients a service not all financial planning firms have — in-house research — and dedicates much of his time to monitoring and understanding the financial markets. Adam, a financial advisor who earned his designation as a Certified Financial Planner™ professional in 2013.
Adam has been a member of The BFG since 2010. When he is not with clients, Adam can often be found reading a book, or studying the markets. He is an Ohio University alumnus, die hard Notre Dame Football fan, and a Master Mason. He also enjoys fishing, soccer, and spending time with his wife Kate and their two daughters Emry and Maren. They live in Worthington, Ohio a suburb of Columbus.
Adam's additional designations are:
- Securities Registered in Ohio and Florida
- Life, Accident and Health Insurance Licensed
- Series 7 Securities Registered Representative
- Series 66 Securities Registered Representative