
The mission of EverettCapital is to inform, educate and empower our clients, through wholistic goals-based planning, so that current and future generations may have access to the knowledge and tools to grow and protect their assets. Thereby ending the cycle of poverty through the placement of specific wealth-building vehicles and strategic execution.
Generational Wealth Starts with you.
Bradley R. Everett, WMCP®
Founder/Managing Partner
Bradley R. Everett can easily be described as a man of compassion, integrity, and ambition. His competitive nature and unmatched work ethic have been sharpened over the course of both his personal and professional life. Bradley’s hunger for victory and success is what propelled him to earn his degree from Utica College of Syracuse University in Business, with a minor in Economics and Public Relations. He also completed The Business Analytics course at The Wharton School.
Upon graduating, Bradley accepted a position with The Madison Square Garden Company, where he was tasked with marketing and promotional campaigns of their sports entities. While working at MSG, Bradley discovered his unique perspective on the business side of the sports entertainment.
Bradley is also a person who enjoys the challenge of multitasking. As such, he took on a job at Nike, where he gained insight on the inner workings of retail, as it applies to sport apparel. His time with the company taught him that innovation and adaptation are the keys to success in todays world.
Bradley’s formal entry in the finance industry began with New York Life, where he received every recognition benchmark a new advisor could. He was featured at several company wide initiatives. He worked diligently and tirelessly for several years to educate his client base and make people feel both secure and empowered by taking control of their financial futures.
Bradley’s “Type A” personality was honed by the ethos of these companies, which inspired him to push himself and broaden his perspective. That internal strength, tempered with an innate desire to see those around him thrive, is what moved him to create and share a blueprint for people to reach their own personal and financial benchmarks. Bradley made the brave decision to venture out his own and start EverettCapital, LLC, where he now operates an investment advisory practice.
Delores Nuamah, CFP® ChFC® RICP®
Director of Financial Planning/ Investment Advisor Representative
Brian M Pasalich(Pašalić), CFP® ChFC® RICP®
Vice President | Brokerage Director
Suzette Reeves
Agent
John W Fuentes
Financial Advisor
“He makes financial planning relatable and comfortable.”
“Bradley is thoughtful, open and super funny. He makes financial planning relatable and comfortable. I've met with other advisors that have made me feel like I should know more about money by now. Bradley on the other hand made me feel like there were no wrong questions. If you're ready and willing to roll up your sleeve and get to work, Bradley is your guy.”
- Julissa M. Baez
