Bradley J. Foy, CFP®

Click here to view a presentation of Brad's Process:   The BDF Process

Brad began working at Bassett, Dawson & Foy Inc. in 1997 on a part-time basis while an undergraduate at the University of Delaware. After graduating with dual Bachelor of Arts degrees in Economics and Criminal Justice, he joined the practice full time in 1999.

Brad became a CERTIFIED FINANCIAL PLANNER™ certificant in 2001 and, as such, he follows a fiduciary standard of care on advisory accounts.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

He has also earned the designation of Investment Management Consultant, which provides advisors with advanced knowledge and concepts commensurate with many high-level institutional money management consultants.

While building his own practice, Brad assumed the practice of original founder Art Brosius in 2006, having worked closely with Art for seven years. Brad also worked closely with Joe Bassett for the past 20 years and has assumed management of Joe’s practice following Joe’s retirement September 2020.

He was promoted to Vice President of Bassett, Dawson & Foy in 2007 and then to Executive Vice President in 2020.

Brad became an adjunct Professor at his alma matter, University of Delaware, starting in the Spring of 2019 where he teaches the Retirement Planning & Retirement Benefits course to financial planning degree undergraduates. To date he has taught over 140 future hopeful financial advisors.

Brad has been a member of the Raymond James’ Executive Council every year since 2007. Brad qualified for Leader’s Council in 2021, which is the 2nd highest Council within Raymond James. Membership is based on prior fiscal year production. Re-qualification is required annually. "The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating."

Brad is an active member of the following organizations: The Society of Financial Service Professionals (SFSP), the Financial Planning Association (FPA), The National Association of Insurance and Financial Advisors (NAIFA), and The Wilmington Tax Group. He is a former board member of the SFSP and was a past President of the organization for their calendar year 2016-2017.

While focusing mainly on financial planning and asset allocation, Brad also employs tactical allocation with his clients that is designed to take advantage of current market trends.

Brad is general (series 7) securities licensed and has obtained his fixed and variable annuity, disability, long term care, and life insurance licenses. He is a Registered Representative of Raymond James Financial Services, ICD Division.

In his spare time, Brad enjoys playing soccer, tennis, cornhole, golf, attending concerts, traveling, and spending time with family, friends, and his wife Lindsay.

About Forbes ranking of Best-In-State Wealth Advisors 2022
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.