Bradley Williams, CFA
Director
Private Client Group
Atlanta, GA
As a Director in the Private Client Group, Bradley takes a holistic approach to each client’s financial planning, ensuring portfolios are tailored to their unique needs and circumstances. He specializes in tax mitigation strategies to navigate the complex profiles of our taxable clients.
“I am driven by the idea that wealth should enhance a client’s self-expression.”
When a client feels accomplishment from the actions he takes on their behalf – and they smile, he feels like he has accomplished something great.
Experience
- 10+ years experience advising ultra-high-net-worth families
- Director at Edge Capital (acquired by SCS via acquisition in 2025)
- Bank of America, Vice President & Senior Portfolio Manager
Education & Credentials
- B.B.A. in Finance, Robinson College of Business at Georgia State University
- Chartered Financial Analyst (CFA)
Beyond SCS
Bradley is actively involved in his local community, volunteering as a mentor for the CFA Institute Research Challenge and supporting organizations such as Big Brothers Big Sisters, Boy Scouts, VITA, and the Midtown Assistance Center. He enjoys sharing his passion for finance through mentorship and, outside of his volunteer work, he likes to spend time traveling with his family.
