Brad Helms in

Brad Helms

Inquirer · DISC type dc
Financial Advisor at GenCrest Capital Partners
📍 Winston-Salem, North Carolina, United States

Brad Helms is a Financial Advisor at GenCrest Capital Partners, bringing a unique perspective shaped by successful careers in real estate development, technology, and textiles. This diverse background informs his approach to risk management and wealth accumulation. He holds both a BA and an MBA from Wake Forest University.

With two degrees from Wake Forest, Brad has strong ties to the Winston-Salem community. His professional interests suggest a focus on local economic growth. He is likely a supporter of Wake Forest Demon Deacons athletics, reflecting his deep connection to his alma mater and the local area.

Alongside his financial career, Brad has significant experience as the Managing Member of a residential real estate development firm.

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Experience
36 Years
Current Role
Financial Advisor
Location
Winston-Salem, North Carolina, United States
Personality Overview

How Brad shows up

Upfront
ROI Conscious
Judgemental

They care equally about the product and its potential impact. They respond well to confident salespeople. They can be nudged to make faster decisions by offering what they value.

Priorities

Topics Brad cares about

Wealth Accumulation
His professional biography highlights his unique perspective on building wealth, drawn from his varied experience in finance, technology, and real estate development.
Risk Management
His profile states his diverse background in multiple industries gives him a unique and practical perspective on risk management strategies for his clients.
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Career

Work history

5-2024
Financial Advisor
GenCrest Capital Partners
10-2015 - 11-2024
Principal- Investment Advisor Representative/ Registered Represetative
Ardmore Advisory & Planning
4-2008 - 9-2015
Principal- Investment Advisor Representative/Registered Representative
Integrated Advisory Services
4-2003 - 3-2008
Managing Member
Southern Fields Development, LLC
2-2002 - 3-2003
Major Account Executive
KMC Telecom
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1991 - 1993
MBA
Wake Forest University School of Business
1984 - 1987
BA
Wake Forest University
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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CABJ
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