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  Owner and Financial Advisor I founded DouglasBradley (formerly Robinson Financial Advisory) in 2001 after several years at another independent financial advisory firm. I wanted my own firm where I could make my vision a reality. In addition to advising our clients, I develop and implement client retirement plans and I am responsible for the guidance DouglasBradley provides in the areas of income tax, estate planning, insurance and college planning. Resume highlights: NAPFA-Registered Financial Advisor. NAPFA – the National Association of Personal Financial Advisors – is an organization of advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation. Current leader of the Baltimore chapter of NAPFA. Member of the Financial Planning Association. Taught personal finance courses at Harford Community College. Regularly appears in the Baltimore Sun’s personal finance column. Quoted in publications such as the Chicago Tribune, NY Newsday, the Los Angeles Times and Bloomberg Wealth Manager. Contributing author to From Grief to Giggles: The Road Back From Loss. Regularly provides pro-bono financial advice via the Your Money Bus Tour sponsored by Kiplinger Personal Finance Magazine and T.D. Ameritrade and Kiplinger Personal Finance Magazine’s Retirement Hotline. Education: Master of Science in Financial Planning with honors; Bachelor of Chemical Engineering, University of Delaware. "I have always been driven to eliminate the frustration associated with personal finances. It began with trying to find answers to questions about my own situation and money. I found that my engineering background lended itself to this challenge - and that I thoroughly enjoyed it. Following the sage advice to 'Do what you love and love what you do', I made the decision to pursue my passion professionally. Over my career, it’s been my pleasure to help others be more confident about their personal finance decisions."  Owner and Financial Advisor I joined Doug in 2005 after working for several years with an established independent financial advisory firm in the Washington, DC metro area. At DouglasBradley my role is to counsel individual and small business owner clients on comprehensive planning matters, as well as to identify and research new and attractive investment opportunities for the firm’s clients. Resume highlights: More than 20 years of varied real-estate investment and entrepreneurial experience. Director of Strategic Planning with Digital Commerce Corporation. Manager with Freddie Mac. Eight years with Booz, Allen & Hamilton, a global management consulting firm. Education: Master of Science in Financial Planning with honors; Master of Business Administration, University of Maryland at College Park; Bachelor of Science in Finance and Bachelor of Science in Management, Lehigh University. "Even while working in the corporate environment, I was always focused on investments and entrepreneurial ventures. When contemplating the second half of my working career, I made a personal commitment to work for myself in a pursuit I was passionate about. I have never for a moment second-guessed my decision to become a financial advisor. Ironically, because I truly enjoy my work, retirement isn't a goal for me as it is for our clients."  Mahesh is Senior Vice President of DouglasBradley. He is a professional real estate investor with more than 10 years of property analysis and evaluation experience. Resume highlights: More than 20 years of marketing, business development and customer service experience, most recently at a leading worldwide provider of business-to-business software. Education: Master of Business Administration, University of Maryland at College Park; Bachelor of Science in Electrical Engineering, University of Michigan. |
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