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Bradley S. Turner Jr., MBA

Bradley S. Turner Jr., MBA

Founding Partner

Bradley S. Turner Jr. MBA is a seasoned financial professional with over 20 years of experience in the financial services industry. He began his career as a financial advisor at a MONY in 2002, where he quickly rose through the ranks to become a top-performing advisor. In this role, he helped clients navigate the complex world of investments and financial planning, and developed a reputation for providing clear, actionable advice and providing all the resources for clients to achieve their financial goals.

In addition to his work as an advisor, Bradley is also has led a team of advisors and support staff to achieve exceptional results. He is passionate about helping others succeed, and is committed to providing the resources, training, and support that his team members need to reach their full potential.

Throughout his career, Bradley has received numerous accolades and awards for his work in the financial services industry including:

Order of Excalibur in 2017

Superior Achievement in 2018

Hall of Fame Medal in 2013

Hallmark I,II,III, IV, & V

Silver Eagle 2021

Bronze Eagle 7 times


Circle of Excellence 6 times

Centurion 5 times

He earned a BS in Business Administration from SUNY Oswego 1996, then an MBA in Finance from UNC Charlotte 2005. He is also a Credentialed Holistic Financial Coach and holds Series 6, 7, 63 & 65 securities licenses.

Bradley is committed to staying up-to-date with the latest industry trends and developments, and is known for his ability to distill complex financial concepts into easy-to-understand terms. He is dedicated to helping his clients and is always available to answer questions and provide guidance.

Bradley & his wife, Joni, reside in Mint Hill, NC & have 4 sons: Burk, Hudson, Rhys, & Rylan.