Bradley Clark, a Jackson, Michigan native, brings decades of experience to Meridian Wealth Management &Partners. He holds a Bachelor of Arts in Economics from the University of Michigan and a Master of Business Administration in Finance from Eastern Michigan University.
Bradley’s early career as a Trust Administrator provided valuable experience in transitioning generational wealth and shaped his goal-based planning approach. His mission is to help clients reach their financial goals and enjoy their success by reducing stress during the work-to-retirement transition and sustaining their lifestyles. This dedication led Meridian Wealth Management to be named to the Forbes Best-In-State Wealth Management Teams* in 2024.
Bradley’s professional journey includes roles as Trust Officer at City Bank & Trust Company, Financial Advisor and General Securities Principal at City Bank and Trust Company/Link Investment Services, and Branch Manager at A.G. Edwards & Sons, Inc., Wachovia Securities, and Wells Fargo Advisors. He joined Meridian Wealth Management as a Partner, Financial Advisor, eventually transitioning to Meridian Wealth Management &Partners.
Bradley’s personal philosophy centers on helping clients maximize the utilization of their wealth to meet their specific needs, beyond simple wealth maximization. He understands clients’ financial concerns and works diligently to minimize them, aiming to extend his career by focusing solely on client needs.
Bradley is married to Julie, and they have two daughters, Anna and Sarah. The family enjoys skiing, golf, travel, and visiting historic locations together. Outside of work, Bradley enjoys golfing, skiing, and spending time with family and friends.
*The Forbes Best-In-State Wealth Management Team (Michigan) rating was presented in January 2024 using data gathered from March 2022 through March 2023 by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. It uses a rating algorithm that is based on a measure of each team’s best practices, client retention, industry experience, compliance records, firm nominations, assets under management and revenue generated for their firm. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
