Gina Simonds joined Bradley Wealth Advisors in the fall of 2024 as James’ personal Executive Assistant, bringing a wealth of knowledge and experience to the firm. She previously was a professional administrative assistant in the financial services industry for 25 years with Raymond James followed by two years with LPL, where she managed six financial advisors and their clients. 

For 27 years, Gina has been responsible for processing requests from advisors and clients including, but not limited to, new account establishments, moving money deposits and distributions, transfers, death claims, compiling reports for advisors and clients, signing clients up for online account viewing, check writing, and RMD completion services. Gina takes a lot of pride in her extensive amount of hands-on customer service experience as well as communication with clients to build a wonderful rapport with them. 

Gina also scheduled meetings for advisors (in person, phone conference calls, and with video platforms including Zoom, Webex, and Microsoft Teams). Her role included keeping detailed notes on every task from start to finish as well as completing workflows to make sure clients’ accounts are serviced in a timely manner. 

Gina brings an extensive amount of experience with her, and Bradley Wealth Advisors is very proud to have her on board our growing firm. We are excited to implement her wonderful ideas for enhancing clients’ experiences and services. Her goal is to take a lot of the behind-the-scenes work off the plate of our advisors so that they can spend more time meeting and talking with existing and new clients.

In her spare time, Gina is an avid reader and enjoys spending time with her son, Kyle. She is also a big dog lover and has a German Shepherd named Zeus. Originally from New York, her family moved to North Carolina when she was 8 years old. She brings her sweet, wonderful southern charm and hospitality to the firm.