Brad Eaton

Brad Eaton

Vice President, Investment Services at S.E.E.D. Planning Group | Binghamton, New York, United States

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Work Experience

SEED Planning Group, LLC

Vice President, Investment Services

2022-10-01 — Present

NBT Bank

Vice President & Investment Officer

2012-04-01 — 2022-10-01

Chemung Canal Trust Company

Senior Vice President & Regional Executive

2009-04-01 — 2012-03-01

M&T Bank - MTB Investment Advisors

Vice President & Senior Portfolio Manager

2001-01-01 — 2009-04-01

Skills

financial planning investment planning situational planning building & maintaining wealth standard of living & income planning insurance needs assessment college planning retirement planning estate & elder care planning budgeting

Languages

No languages available.