
Bradley M. Shepherd
Founders Financial Securities announced today that its Board of Directors formally appointed Bradley M. Shepherd as Chief Executive Officer. The motion came from the firm’s Founder and former CEO, Michael O. Brooks, and was approved unanimously.
Shepherd, 47, joined Founders in 1997 and has led the Baltimore-based independent broker-dealer as President for ten years. His 25-year industry tenure and prior experience as a financial advisor afford him a unique perspective towards the importance of a true relationship between a broker-dealer and the financial professionals they serve. During his time at Founders, Shepherd has overseen the development of the firm’s core services for advisors, including its wealth and asset management platform and integrated technology solutions.
“Over the thirty years I’ve known Brad, his dedication to serving others, passion for this industry, and zeal for life has never wavered,” said Brooks. “We all cherish moments such as these, where we can knowingly pass on a piece of ourselves to the next. There is no person better-suited to live and grow the mission of Founders, no person better-suited to lead this company.”
As the firm’s new visionary, Brad looks forward to continuing the legacy of his predecessor. “In an industry where, for too long, it is promoted that success is measured by sales and production, Founders is a necessary force,” Shepherd said. “We are founded on the belief that it is the partnered relationship with an advisor that truly matters, and our ability to help advisors grow purpose rich, servant led enterprises that care for their client’s goals and dreams is our singular purpose. We will continue to fight for the testimony of those we are blessed to serve! I am honored and humbled to lead, represent, and care for this company.”
Brooks will continue to serve as Chairman of Founders Financial.
ABOUT FOUNDERS FINANCIAL SECURITIES, LLC
Founders Financial Securities, LLC, member of FINRA/SIPC and SEC registered investment advisor, is an award winning independent broker-dealer and RIA that provides unparalleled support for successful financial planning firms across the United States. Founders provides industry-leading, partnered solutions for financial planning, wealth and investment management, best of breed integrated technology applications, dedicated training and implementation resources, enterprise coaching and best practices, firm succession planning and monetization, and responsive compliance and service teams. For additional information, visit foundersfinancial.com.

