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Managing Director

Brad Heagy, CFP®, CDFA®
FINRA Brokercheck
Address
400 N Ashley Drive
Suite 1900
Tampa, FL 33602
US
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Contact Hours
By appointment

About Brad

Brad Heagy is a managing director with Fifth Third Wealth Advisors, serving clients in the Tampa region. He provides comprehensive wealth management solutions to high-net-worth individuals and families, foundations, endowments, and institutional clients. Brad takes a holistic approach to family wealth, legacy planning and family governance. He has extensive experience in portfolio design, asset allocation, and fixed income strategies and works with clients using a coordinated, client-focused approach to deliver expert guidance, experienced money management, and personalized service – all backed by the resources of Fifth Third Bank. Brad joined Fifth Third Wealth Advisors in 2024. Previously, he was a senior wealth manager at BNY Mellon. Before that, he was a financial planner at PNC and a financial planner associate at Driscoll Financial. He is a board member of the Financial Planning Association of Tampa Bay and student advisory volunteer for the University of South Florida Muma College of Business. He also volunteers for the Parkinson’s Foundation.
Education
Bachelor of Science - Business, California University of Pennsylvania
Licenses & Professional Designations
  • CDFA®
  • Certificate in Behavioral Finance, Cannon Financial Institute
  • CERTIFIED FINANCIAL PLANNER® professional

About Fifth Third Wealth Advisors

At Fifth Third Wealth Advisors, you’ll get the investment management expertise and responsive service you’re looking for, along with access to a wide range of financial services and solutions tailored for your unique needs. As a Registered Investment Adviser, we provide client-focused advice with goal-based planning and investing. Our financial recommendations are focused on what’s best for you. At the same time, we can help you engage the broad capabilities of Fifth Third Bank.
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