Brad Livingston

Wealth Manager

Brad Livingston is a trusted advisor proficient in helping clients manage through complex financial matters. Serving in the financial industry since 1994, his experience runs both broad and deep. He is a personable and forthright planner, as well as a skilled and patient communicator. Brad’s clients appreciate his commitment to setting long-term goals and adhering to their path with discipline and structure.

Brad has substantial experience in asset allocation strategies, fixed income strategies, structured products, and life insurance. Through the years, he has been cited in various financial publications such as Bloomberg, Investment News, and the Wall Street Journal. Brad has a Bachelor of Business Administration degree from Texas A&M and a Master of Business Administration from The University of Texas at San Antonio.


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