Bradley D. Towle

Vice President, Managing Director

Bradley D. Towle serves as Vice President and a Managing Director of Genesis Wealth Advisors. He manages the Naples, Florida office. Brad has been involved in the financial services profession since 1978. Wealth management – for individuals, businesses, foundations and trusts – has always been one of his main focuses. Brad uses his expertise to help individual and institutional clients manage their portfolios effectively and meet their unique goals.

Brad specializes in comprehensive financial planning and investment management solutions. He has helped individuals, trusts and foundations attain their goals through his dedication to their success, and his ability to craft unique plans and portfolios aimed at accomplishing his clients’ objectives. Brad’s approach recognizes the need for ongoing portfolio attention as circumstances change and milestones are reached.

In addition to holding FINRA Series 7 and Series 66 securities licenses, Brad also holds an insurance license in the state of Florida, and is a member of the Naples Estate Planning Council. Brad earned a degree in Business and Economics from Wilfred Laurier University in Canada, and completed his Graduate School of Banking degree at the University of Wisconsin. Brad also earned his Graduate Trust School degree from the American Bankers Association. In 2009, Brad was selected as a Five Star: Best in Client Satisfaction Wealth Manager by Gulfshore Life Magazine.

Brad enjoys living in Naples and serving his clients. He has been a Naples resident since 1998, and spends time actively serving on the boards of various local non-profits and charitable foundations.