Bradford H. Winton, MBA, CRPC^® 
Financial Planner

Education:

CHARTERED RETIREMENT PLANNING COUNSELOR^TM – The College for Financial Planning

Rule 144 Specialist for Stock Options and Restricted Stock

Certificate in Leadership – National Outdoor Leadership School (NOLS – Alaska) 2002

Bachelor of Arts: Economics – The University of Delaware 2003

Certificate in Financial Planning – The University of Delaware 2007

Executive Masters in Business Administration – The University of Delaware 2010

FINRA Registrations:

     Series 7 - General Securities
     Series 31 - Commodities Futures

     Series 66 - UniformState Law

Experience:

February 2009 to Present

Legacy Solutions, Inc. – Financial Planner for a corporation that specializes in wealth management, estate planning, retirement planning and executive benefits.  Affiliated with Capital Analysts Incorporated which is an independent broker dealer that assists in securing and providing due diligence of select money managers and facilitating all securities activities which are cleared through Pershing, LLC.

August 2003 – February 2009

Morgan Stanley & Co. – Financial Advisor, Rule 144 Specialist, Global Wealth Management Group

Personal:

Treasurer and Board Member – Best Buddies Delaware

Grants Committee Chairman and Board Member – The Next Generation Fund of the Delaware Community Foundation

President of the Christiana 1 Chapter of BNI International

Interests include golf, oenology, and sports of all kinds