Bradford Smith, AIF®
Financial Advisor at Lincoln Investment
📍 Beverly, Massachusetts, United States
Bradford Smith is an experienced Financial Advisor with Lincoln Investment, where he has worked since 2004. A graduate of Norwich University, he holds the Accredited Investment Fiduciary (AIF®) designation and focuses on retirement planning and wealth management for individuals, families, and businesses.
Bradford shows a keen interest in his local community, particularly in the public education system. This suggests a value placed on community development and support for local institutions.
He is an Accredited Investment Fiduciary (AIF®), a designation that signifies a thorough knowledge of and ability to apply fiduciary practices.
Read the full overview →Experience
19 Years
Current Role
Financial Advisor
Location
Beverly, Massachusetts, United States
Personality Overview
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Priorities
Topics Bradford cares about
Fiduciary Responsibility
His AIF® (Accredited Investment Fiduciary) designation highlights his professional commitment to acting in the best interests of his clients.
Retirement Planning
A core part of his professional practice involves creating long-term retirement and wealth management strategies for his clients.
Career
Work history
11-2006
Financial Advisor
Lincoln Investment
In the press
Media appearances
Speakers - AI for Good Summit (2025) – Bradford Smith, AIF® (Financial Advisor, Lincoln Investment). Featured in International Telecommunication Union (ITU)
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Education
Bachelor of Science (B.S.)
Norwich University
Bachelor of Science
Norwich University
Social presence
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