Brad Tatar

Senior Vice President at GreenUp Wealth

Brad Tatar has extensive experience in the financial services industry, currently serving as Senior Vice President at GreenUp Wealth since August 2021. Prior to this role, Brad held the position of Managing Director at Spotlight Asset Group, Inc. from April 2019 to August 2021, and served as a Senior Financial Consultant at TD Ameritrade from February 2018 to April 2019. Brad's career began at Scottrade® Advisor Services, where significant contributions were made as an Investment Consultant from February 2006 to February 2018. Brad Tatar holds a CFP designation obtained from Bryant University between 2016 and 2018 and a Bachelor's degree in Business Management, Marketing, and Related Support Services from the University of South Florida, earned from 2005 to 2008.

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Bradenton, United States

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GreenUp Wealth

The GreenUp personalized approach offers you customized investment management, financial planning tailored to your unique goals, income strategies to meet your long-term objectives, tax planning, legacy and estate planning, risk management reviews and digital tools to track your progress.


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