Brad Polo

Financial Advisor

Insurance Agent at Wells Fargo Advisors in Indianapolis, IN

About

For two decades I've helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. With extensive experience, I have dedicated my career to delivering the personalized services that my clients and their families deserve. Integrity, objective advice, attention to detail, and unwavering concern for the well being of my clients are the hallmarks of my client service model. I earned my undergraduate degree in Finance from Southern Illinois University at Edwardsville, and my Masters degree, an MBA with an accounting concentration from Indiana Wesleyan University. Please contact me by email at brad.polo@wellsfargoadvisors.com or phone at (317) 684-4969. Please visit my website at www.wfadvisors.com/brad.polo for information about my practice and the services I provide to my clients. I am currently accepting new clients and appreciate your referrals and introductions.

Address
115 W Washington St # 950S in Indianapolis, IN 46204
Info
None specified

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Specialties

  • Annuities
  • Other

Servicing

Credentials

Licenses

Series 7
Series 66

Background

Experience

Loan Officer
Vice-President and Loan Officer
President, Branch Sales Manager and Mortgage Consultant
Mortgage Banking, Relationship Advisor
Financial Advisor

Education

Southern Illinois University
Indiana Wesleyan University