Meet The Team
The team behind Bradshaw & Weil Insurance & Financial Planning is made up of qualified professionals who are passionate about helping individuals and families protect their assets and achieve their ideal retirements.
Brandon Morgan, CFP® President
Brandon got his start in the insurance industry in 1989, after graduating from Harding University with a double major in marketing and business management and a Master of Science in financial planning. He became a CERTIFIED FINANCIAL PLANNER™ professional and purchased Bradshaw & Weil, Inc. in 1997.
“I like helping retirees and pre-retirees have a secure, comfortable retirement, so they can chase their dreams,” Brandon says.
Early on, Brandon understood that traditional retirement methods weren't foolproof, and he wanted to find a solution that would help his clients. His focus is on creating a customized plan for each individual or family that meets their specific retirement needs and desires using a combination of investments, annuities and life insurance.
Originally from Marshall County, Brandon has called Paducah home since 2006. Away from the office, Brandon is likely spending time with his wife, Janet, and twin daughters, Jenna and Allie. You can also often find him at the gym, golfing or watching a game. Brandon and his family are members of Broadway Church of Christ.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Chairman of the Board of Directors
Monica Cherry, CISR
Director of Client Relations
Stephanie Ludovissie, PLCS
Licensed Insurance Professional
Financial Relationship Manager
Board of Directors, Life Insurance Specialist
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today!