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Brad  McRae II - Edward Jones Financial Advisor



Cary, NC


North Carolina Central Univ


Bachelor of Business Admin

Year Started


Brad McRae II

Financial Advisor

What did you do before joining Edward Jones?

I was a Personal Banker and also owned a grocery delivery service.

Why was the Edward Jones opportunity appealing to you?

The training and support were two of the many reasons the opportunity was appealing. Edward Jones provided the training to become licensed and registered and the education and support to instill a level of competence to serve families and help them reach their goals.

What are the benefits to becoming an Edward Jones financial advisor?

I wanted a career that I could grow into and be with a firm that has stood the test of time. The training was right on time, checkpoints throughout the entire first year and dozens of individuals that help me be successful. Every day when I get out of bed I think about my clients and how I can better serve them, that is the best thing about my career is to show them how reach their goals.

Describe one of your best or most memorable experiences with a client.

I'll always remember when one of my clients thanked me for guiding them through the most difficult time in her life. Providing a level of guidance and reassurance after the loss of her husband. Through her expressions, this guidance empowered her to face the future with confidence instead of apprehension.

How does Edward Jones approach diversity?

The firm understands that having financial advisors that truly reflect the community they serve is how we can have the most impact. Understanding what is most important to the serious long-term diverse investor is a priority to the firm, which has been shown through the events hosted within respective communities that are growing in diverse population.

What are the benefits of living and working in the same community?

You fully understand what the needs are in your local community, which enables you to better serve those who you come in contact with. Your clients get to see that you're truly invested in making the community the best place to live.

How would you describe the culture at Edward Jones?

The culture at Edward jones promotes ownership while providing continuous support to help every financial advisor have the opportunity to reach their full potential.

Training will match your experience

You'll have access to tailored training, based on your experience, plus advanced training to keep you current on products, practice management and industry changes.

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Our investment philosophy is rock solid

Our recommendations to clients are based on diversifying quality investments with the intent of holding them over the long-term. This never changes.

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Our work benefits our clients and communities

Our Financial Advisors actively serve clients and also volunteer for others in their communities. They find both rewarding and important.

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