Bradford Hess
Wealth Management
Bradford Hess, CFP, is a Financial Advisor at Steel Tower Investments. He brings a track record of serving affluent families and business owners and a focus on wealth planning. Brad specializes in offering a holistic perspective encompassing investment management, estate planning, and tax management for each client.
Prior to joining Steel Tower, Brad provided financial planning services for high-net-worth clients at Levy Wealth Management in Philadelphia for two years, where he created business succession planning strategies and helped families grow and pass their wealth across generations.
Previously, Brad was a relationship manager at Goldman Sachs Personal Financial Management for five years, where he developed his financial planning credentials as part of an advisory team. He began his career in roles at Traust Sollus Wealth Management and ING in the Philadelphia area, where he obtained his Series 6, 7, 63, 65, as well as Life and Health certifications.
Brad earned a bachelor of science in accounting from Towson University in Towson, Maryland, in 2009, as well as a Certified Financial Planner certification from the American College of Financial Services in Bryn Mawr, Pennsylvania. He currently lives in Pittsburgh, Pennsylvania, with his wife Susan, and enjoys coaching youth soccer.
