Brad McGrew is a Partner at Waypoint Wealth Counsel with more than 27 years of financial experience. He specializes in working with business owners, preparing for retirement, and corporate executives. He is passionate about developing unique solutions to complex financial planning challenges for his clients. Brad finds his education and experience as a CPA invaluable in the development of wealth management strategies.
Prior to starting Waypoint, Brad was a wealth advisor in the Private Wealth Management division of Truist where he worked extensively with business owners, helping them develop financial planning strategies that minimized the tax impact of the sale of their companies. Brad started his career at Arthur Andersen where he focused on tax planning and financial planning for high net worth individuals.
Brad is a Certified Financial Planner® practitioner. He earned a Bachelors of Art in Accounting from the University of West Florida and a Masters in International Business from Georgia State University. Brad lives in Buckhead with his two children. In his free time, he enjoys wake surfing and cycling.