Picture of Brad Willson

    Brad L. Willson

    CLF®, CLU®


    Check the background of this investment professional on FINRA's BrokerCheck

    About Brad

    Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

    Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

     

    I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.

     

    I have been a member of the Jacksonville and Houston Association of Life Underwriters, 2006 “Men of Style” benefiting Sickle Cell Research and Texas Children’s Hospital and former board member of “Let the Fashions Begin.”

     

    I am married to Toni, a former New York Life Agent; we have three children, Nick, Victor and Jessica, all in studies at the University of Florida. My father, Jim Willson, is a retired New York Life Managing Partner, and my father-in-law, Vic Miranda is a 50 year plus insurance professional and charter member of the New York Life Chairman’s Council.

     

    Volunteering efforts and service have also included Texas Children’s Hospital, Lighthouse Charity Team serving food during Hurricane Ike relief, Kyle Chapman and Bellaire baseball, and Crosspoint Baptist Church.

     

    After retiring in 2013 with 28 years of service, I became a consultant with Seguros Monterrey New York Life in Guadalajara, Mexico serving two years as Zone Director. Continuing on in his career, he now coaches top advisors, managers and companies through his consulting business, The Waterways Group, LLC, leveraging his 30 years of strategic and tactical experience in building and leading agencies.

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Brad L. Willson CLU®, CLF® is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, Member SIPC, 200 West Forsyth Street, Suite 600, Jacksonville, FL 32202, Tel: (904) 998-7300

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Florida, Illinois

    I am licensed to sell Securities Products in the following jurisdictions:
    Florida

    Brad L. Willson CLU®, CLF®, Jacksonville, FL

    You Have a Vision
    for Your Future.

    Our Financial Professionals can help you turn it into reality. Discover the benefits of working with us, and find out how we can help.

    Still not sure what you need?

    Select a Goal and We'll Help You Get There

    Close