Brad Fergason

Wealth Advisor

Long-Term Investment Guidance With a Personal Approach

Bradley serves as Portfolio Manager at Beese Fulmer. With experience developing investment and money management strategies for individuals and businesses, he focuses on building personalized portfolios and long-term client relationships grounded in thoughtful financial guidance.

Personal

Bradley resides in Louisville with his wife Stephanie, and two children, Raegan and James. When not at work, he enjoys playing sports with his kids, working in the yard, playing golf, and spending time with friends and family.

Prior Experience

  • Meridian Capital Management Group: Vice President of Investments
  • Huntington Bank and Citizens Bank N.A: Financial Advisor
     

Education

  • Kent State University: BA, Bachelor of Business Administration (BBA) in Finance, 2008

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