Advisor at Merrill
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Brad Chiesa is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in assisting business owners and entrepreneurs with complex wealth management needs following significant liquidity events or business sales. His practice emphasizes exit planning and liquidity strategies, investment management, trust and estate planning, customized credit and lending solutions through Bank of America, philanthropy, and family wealth governance. Brad also offers expertise in supporting families facing medical disabilities, severe illness, or special needs.
With over a decade of experience as a commercial lender at large domestic banks, including Wells Fargo and Bank of America, Brad brings a broad perspective to financial advisory services, combining lending, cash management, and investment banking knowledge. He focuses on helping clients navigate the complexities of structuring sales, investing proceeds, wealth preservation, and legacy planning to align with long-term goals. Brad holds the Certified Exit Planning Advisor (CEPA) designation and earned a Bachelor of Science in Business Administration from the University of Pittsburgh.
Brad is involved with The Challenge Program and lives in South Fayette with his family. Outside of work, he enjoys biking, cooking, football, golfing, music, and soccer.
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2022 - Present (4 years)
BANK of AMERICA, N.A.
2019 - Present (7 years)
Wells Fargo bank
2010 - 2019 (9 years)
CFP®, CFA®
Pittsburgh, PA
TLG Advisors, Inc.
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Series 63, Series 65
Wexford, PA
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Series 66
Pittsburgh, PA
Edward Jones
CFP®, Series 63
Pittsburgh, PA
Edward Jones
Series 63, Series 66
Bethel Park, PA
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Series 66
Pittsburgh, PA
Edward Jones
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