Brad Gauldin

Brad Gauldin

Wealth Advisor

Brad Gauldin joined Members 1st Investment Services and Wealth Management in 2022 as a Wealth Advisor. With over 27 years of experience in the financial services industry, Brad is well versed in relationship management, trust services* and estate planning, investment management, banking, credit management and insurance. His knowledge and experience have equipped him with the skills needed to help his clients plan accordingly through all stages of life.

Brad earned an associate degree in Business Administration at Carroll Community College and attended additional classes at Mount Saint Mary’s College. He holds his Series 6,7,63 and 66 licenses through LPL Financial as well as his Pennsylvania Life and Health Insurance License.

Brad lives in the Spring Grove area and enjoys spending time with his two children. He also enjoys bowling, golfing and watching trivia gameshows, and he has a bucket-list goal of being on the gameshow “Jeopardy.”

 

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.