Next Gen Wealth Management
Simply put… We Focus On You!
Your voice is the most important to us. Our approach centers around taking time to listen to your hopes, goals and dreams and developing strategies and action plans to help you achieve them.
Knight Wealth Advisors believes there should be transparency and clarity in your financial planning. We believe you should be educated about the strategies we develop and implement. Unlike many advisors, we develop, review and manage our strategies “in house”. We believe you should have a firm understanding of the strategies and concepts we use to help you achieve your goals. While you may not be able to provide a dissertation on each investment, you should know what you own and why you own it.
Knight Wealth Advisors has assembled a team that focuses on you. One of the greatest compliments we receive from the families we serve is how well we take care of them. The goal of our team each day is to meet your needs; whether that be taking time to help you read your statement, obtain access to our online systems or simply being a listening ear, we are here for you.
President, KWA/Financial Advisor, RJFS
How Brad Can Help You
Brad focuses on designing long-term, personalized financial plans aligned with your hopes, goals and dreams. Additionally, Brad oversees portfolio design, construction and implementation.
What Makes Brad Knowledgeable
Brad has served medical professionals, small-business owners, executives and their families for more than 15 years. He holds the CERTIFIED FINANCIAL PLANNER® designation and the Accredited Asset Management Specialist® certification. He earned a B.S. in Business Administration and an M.B.A. from Murray State University.
Brad lives in Paducah, Kentucky, with his wife, Ashley, their three children (Ava, Alyssa and Xander) and their two dogs (Indy and Ozzie). In his free time, Brad enjoys working with his daughters on their fast-pitch softball skills, helping his son with basketball, and attending Murray State basketball games with his wife and family. Brad is a member of Relevant Church in Paducah.
Branch Operations Director
How Sherry Can Help You
Sherry strives to create an excellent client experience. Her responsibilities include opening new accounts, setting up online tools and handling day-to-day administrative actions.
What Makes Sherry Knowledgeable
Sherry has worked in the financial services industry for more than 10 years. She takes a personal interest in our clients and acts as our “Chief Caring Officer”.
Sherry holds Series 7 and Series 66 licenses.
Sherry lives in Paducah, Kentucky with her husband, Andrew, son, Hunter & daughter, Kaitlynn. Additionally, Sherry has two cats (Abraham and Lincoln) and two dogs (Booth and Penny). She loves to show her creative side and has a passion and talent for quilting. Sherry attends Grace Point Church in Reidland.
How Landon Can Help You
Landon works closely with Brad on a wide variety of details inside your financial plan. His primary duties include loan analysis and assisting in the preparation of your strategy planning sessions. Landon is your own personal client advocate.
What Makes Landon Knowledgeable
Landon joined Knight Wealth Advisors in August 2021 after a 10 plus year career in the banking industry. He has a long history of helping clients with mortgage lending services.
Landon graduated with a degree in Finance from Murray State University in 2019. He holds a SIE, Series 7, and Series 66 licenses.
Landon lives in Ledbetter, Kentucky with his wife, Lagan, and their dog Truvy.
Outside of the office he enjoys hunting everything in season, coaching basketball, golfing, spending time with his family, and rooting on the Kentucky Wildcats and Murray State Racers. Landon is a member of Relevant Church in Paducah.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
How We Serve You
Simply put… We Focus On You!
Services We Provide
Stages of Financial Planning
Monday - Friday
8:00AM - 4:00PM
Securities offered through Raymond James Financial Services, Incl, Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Knight Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services
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