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.
Bradford Smith, AIF®
Financial Advisor at Lincoln Investment
Beverly, Massachusetts, United States
Overview
Topics They Care 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.
Community Education
His profile indicates an interest in New Bedford Public Schools, suggesting a personal investment in the success of his local community's education system.
Media Appearances
Speakers - AI for Good Summit (2025) – Bradford Smith, AIF® (Financial Advisor, Lincoln Investment). Featured in International Telecommunication Union (ITU)
Work History
11-2006
Financial Advisor at Lincoln Investment
Education
Bachelor of Science (B.S.) from Norwich University
Bachelor of Science from Norwich University
More Information
Social Presence :
Prographics :
Exp : 19
Location : Beverly, Massachusetts, United States
Job Level : N/A
Designation : Financial Advisor at Lincoln Investment
