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Brad Foster, CFA®

Financial Strategist

As a financial strategist, Brad’s primary role is serving as the lead advisor for a diverse group of wealth management clients. He is passionate about helping others connect smart financial decisions with a purposeful and intentionally designed life. Brad serves as manager of our Investment Services Council (ISC), which is responsible for the design, execution and communication of the firm’s internally developed investment programs. He also serves as the specialist of McKinley Carter's Tax and Legacy Planning Specialized Practice Group.

Licensing and Education

  • Bachelor of Science in Finance and Economics James Madison University
  • Chartered Financial Analyst (CFA®)
  • Certified Estate Planner (CEP)

Community Involvement

As a Charleston native with strong connections to the community, Brad is privileged to volunteer for various nonprofit organizations and currently serves as the chair of finance for the Edgewood Country Club Board of Governors. He previously served on the boards of the Capitol Market and the YMCA of Kanawha Valley.

Selected Resources

Brad’s Articles
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Are You Financially Fragile?

To build a truly durable financial life, we must think beyond the common risks and design a plan to handle a broader range of potential issues. Learn more

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Expect to Leave Invigorated.

Every conversation with McKinley Carter is an energizing experience, an opportunity to take your financial instincts and confidence to the next level—starting with the very first one.

Reach out for a consultation.
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