“Everything I’ve done in the past has prepared me for what I do today, and the wealth of that experience is what uniquely positions me to offer others the best service possible.”
Meet Cort Bradbury, Heritage Wealth Partners’ Financial Consultant. With over 28 years of experience helping to educate families, small businesses, and professionals in the best way to realize their financial dreams. Cort’s educational process is all part of the client experience which seeks to establish goals and objectives and to rigorously follow up on them. He specializes in retirement planning, investment management, college funding strategies and life/disability/long-term care insurance.
“I have worked as a cook, bartender, and managed the second most successful comedy club in the country. I have seen people living paycheck to paycheck without any idea of how to obtain a stable future. I felt great empathy during this time and knew if I could link my passion to help with my professional financial skills, I could be an agent to help people achieve a secure financial future.”
Joining Heritage Wealth Partners in 2014, Cort was previously a financial advisor and Managing Director with Principal Financial and New England Financial. He holds a bachelor’s degree from The Centre College of Kentucky and industry designations including Chartered life Underwriter® (CLU) and Chartered Leadership Fellow®, (CLF®). He is Life and Health licensed and holds the FINRA Series 7, 24, and 63 securities registrations held through Private Client Services and provides Registered Investment Advisor, (RIA), services through Heritage Wealth Partners and TD Ameritrade.
Cort has served on the executive board as President of both National Association of Insurance and Financial Advisors, (NAFIA-Ohio), and (NAIFA-Columbus). He received the NAFIA-Columbus Outstanding Service Award in 2014, and their Lifetime Achievement Award in 2017. Cort was also recognized by the General Assembly of the State of Ohio and Ohio Senate for Tremendous Attainment for receiving The Lifetime Achievement Award. Cort has moderated the Leadership in Life Institute and Previously taught the American College’s Life Underwriter Training Council Fellow, (LUTCF®) program.
A resident of Worthington, Cort is a member of the Worthington AM Rotary and attends 514 Church in New Albany.
Cort and his wife, Karen, are the proud parents of their sons, Rob and Tim. In his free time, Cort enjoys tennis, traveling with his family and spending time with their two dogs, Buddy and Penny.