Background & Focus:
Brad Manchester is a Partner – Senior Wealth Advisor with Heritage Lake Advisors, where he is dedicated to providing unbiased fiduciary advice* to help clients plan for retirement and wealth transfer.
Prior to his work in financial advising, 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.
