Background & Focus:
Brad Manchester is a Partner & Head of Business Development at Heritage Lake Advisors, where he is dedicated to advancing fiduciary advice* to you and our local communities as each one of us plans for our best life, whether that be through tax planning, next big purchase planning, business exit strategies, retirement, philanthropy, investment selections and/or wealth transfer.
Prior to his work in the financial advice world, Brad was the publisher of five weekly newspapers, which won multiple New York Press Association awards. Brad began his financial career by joining his father’s practice, where they worked together for over 25 years until his father’s retirement at age 86.
Brad values building strong client relationships and is committed to helping his clients live their best lives. He looks forward to continuing this dedication by assisting the next generation of his clients’ families in achieving financial success.
Education & Credentials:
- Bachelor of Science in Management, Binghamton University School of Management
- FINRA Series 7 & 66
- CA Insurance License (0D61802)
Outside the Office:
Brad was born and raised in Endwell, NY. He is married to Cynthia Manchester, Esq., and they have three children: Colin, Cameron, and Holly. As a family, they enjoy hiking, camping, and fishing together. Brad’s personal hobbies include golfing, boating, and fishing.
*Fiduciary services are reserved only for Advisory clients.
