Brad Bays, CIMA

Brad Bays, CIMA

Partner

Phone: 903-747-3960
E-mail:
 

For nearly two decades, Brad has helped clients address their financial concerns and develop personalized strategies by focusing on each individual’s specific needs. With experience that spans throughout major shifts in the markets, Brad has dedicated his career to delivering the personalized investment planning services his clients deserve. Brad began his career as a Financial Advisor with Smith Barney in Tyler, where he developed his fundamental investment knowledge through training in their highly respected Consulting Group. He co-founded the Mills- Bays Wealth Management group of Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2001 to take a team approach to provide personalized financial advice for individuals, families, endowments/foundations, and corporations. In 2011 Brad co-founded Trinity Capital Management. In 2002, Brad earned the CIMA® (Certified Investment Management Analyst) certification by completing an approved educational program from the University of Pennsylvania's Wharton School of Business, passing a rigorous examination and meeting stringent experience requirements. Brad’s passion for learning doesn’t end there. He is continually striving to improve his overall knowledge of economics and finance by extensive reading and study. In addition, he is an avid reader of history and has a passion for studying military history and the individuals that made America great. While earning his bachelor’s degree at Stephen F. Austin he earned the Presidents award for academic excellence. After college, he settled in Tyler and, 20 years later, still loves all the city has to offer. Away from the office, Brad has been active with many local charitable organizations and is the past president of the Adolescent Development and Achievement Program (APAPT) and past president of the University of Texas at Tyler Patriot Organization. Brad currently serves as chairman of the investment committee for the Stephen F. Austin State University Alumni Association. Brad spends his free time with his wife Stacey and their two sons Brit and Brooks. He likes to stay active both physically and mentally, whether it is coaching his sons' football and baseball teams, working at the ranch, helping his sons along the path to their Eagle Scout Badge, or traveling with his wife. Family and Faith are Brad's priority. Brad especially enjoys cycling, swimming and jogging, and he successfully completed his 5th Hotter than Hell 100 mile bike race last year with a time under 5 hours. He hopes to transition to triathlons in 2012.