The Team

 

We have built a team of professionals who are dedicated to meeting our clients' needs.  With combined experience of over 75 years, we work as your financial guide.

Our expertise includes:

Comprehensive Financial Planning

Retirement Income Strategies

Intergenerational Financial Planning

Risk Management

Contact us today and empower your vision of financial security.


 
Brad Smith

Brad Smith, CFP®, ChFC®, CLTC®

Wealth Management Advisor
Office 646-366-6628

Brad Smith, CFP®, began his career as a financial advisor in 1985. Brad is a wealth management advisor based in New York City in the offices of Northwestern Mutual Park Avenue since 2006.

Brad earned his Bachelors of Science in Business Administration, with a concentration in finance at Boston University. His commitment to higher learning as a professional has allowed him to not only differentiate himself from his peers but constantly advance his competency, knowledge and skill set when working with clients. Brad holds the Certified Financial Planner Professional (CFP® ) certification, as well as the Retirement Income Certified Professional (RICP®) designation and Chartered Financial Consultant (ChFC®).

Brad has achieved various professional accomplishments over his career including qualifying for membership with the prestigious Million Dollar Round Table, the Premier Association of Financial Professionals. He has qualified for Forum multiple times over his career, an accolade achieved by the most elite financial representatives within the Northwestern Mutual system.

Brad was born and raised in New York City, and now lives with his family in Rye, New York. When not in the office Brad enjoys golf, skiing, reading, volunteering at his local Church, producing home videos for his family and friends, and attending way too many rock concerts and New York rangers games at Madison Square Garden. Brad is also involved in several charities, including Alex’s Lemonade Stand Foundation, which supports the fight against pediatric cancer. 

 

 
Tez Termulo Bois

Tez Termulo Bois

Director of Client Relations
Mobile 646-642-9344

Tez began her career at Northwestern Mutual in 2020 as a Financial Representative before joining the Smith Team as Director of Client Relations. She is the primary point of contact for families in Brad Smith’s firm.

Tez graduated from New York University with an individualized study in Drama Therapy. Prior to Northwestern, she was an event sales, marketing and public relations professional in NYC for 20 plus years and utilizes her experience to create a comprehensive and seamless client experience.

Originally a Baltimore native, Tez now lives with her daughter in Union City, NJ where they like to do outdoor activities, watch movies and cook for friends.

 
Michael F. Scordo

Michael F. Scordo, CFP®

Associate Financial Representative
Office 646-366-6675

Michael joined Northwestern Mutual in 2011, and joined our team in 2020 as an Associate Financial Representative. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, maintains his Series 6, 63, and 7 registrations along with his Life, Accident and Health insurance license.

Michael works with clients on a wide range of planning areas, designing customized strategies to help clients realize their financial goals.

Michael grew up on Long Island, NY.  He graduated from Penn State University where he earned his undergraduate degree in Finance, with a minor in International Business.

He currently resides in Glen Cove, NY, with his wife, Joanna.

 

 

 
Christopher Bremer

Christopher Bremer

Director of Investments
Office 414-345-0068

Chris joined our team as the Director of Investments. Previously, he spent 9 years as the Director of Private Client Services at the Northwestern Mutual home office located in Milwaukee, WI. During his tenure, Chris’ team supported the significant growth of the Private Client Service (PCS) program from $350 million in assets under management (AUM) to over $3.5 billion. Chris served as team leader for a portfolio management and client service team responsible for day-to-day investment operations. He also traveled extensively meeting with advisors and their clients to present PCS investment solutions.


Chris has now spent much of his 18 year career in portfolio management. During this time, Chris has developed and led teams in portfolio construction, strategic asset allocation, and the ability to create a portfolio based on client’s specific investment objectives. Chris is excited to join our team to allow him to change focus from an institutional approach to more one-on-one personal experience with clients. 


Prior to Northwestern Mutual, Chris worked for 8 years at Atlantic Trust, a wealth management firm, and worked for a Member of Congress on Capitol Hill, focusing on Finance and International Relations legislative agendas. Chris has a degree from Denison University and a Master’s degree from Boston University. In his free time, Chris coaches Lacrosse, shuffles his four children around to various activities, and when he can, enjoys a good history book.

 
Anthony R. Bruno

Anthony R. Bruno

Director of Investment Operations
Office 646-366-6634

Anthony is responsible for planning analysis, investment operations, and compliance and has worked with Peter since 2007.

He received his degree from James Madison University with a concentration in Finance. Anthony later earned his Master's of Science in Accounting and passed all 4 parts of the CPA exam. Anthony is an Associate Wealth Management Advisor maintaining securities Series 6, 63, and 7 registrations along with his Life, Accident & Health Insurance license.

Anthony currently lives in Scotch Plains, NJ. His out of work activities and interests include golf and the New York Yankees.

 
Jessica J. Willis

Jessica J. Willis

Director of Operations and Client Service
Mobile 303-957-8809
Office 212-819-1800

Jessica is responsible for all aspects related to insurance, from assisting clients with the onboarding process to application processing and all the way through the day to day post approval service needs of our clients. She is also responsible for client services and will handle many day to day service requests from our clients with their investment accounts as well. Jessica takes great pride in providing our clients with exceptional service and looks forward to serving you!


Before joining Brad Smith's team Jessica worked as an internal wholesaler at both Prudential Investments covering mutual funds and Jackson National Life Insurance covering both fixed and variable annuities. Jessica graduated from University of Arizona with a BA in Psychology and maintains securities Series 6 and 63 registrations and holds her Life, Accident & Health Insurance licenses. 


Jessica is currently a resident of Pennsylvania where she lives with her husband Morgan and their two daughters Harper and Finley. Jessica is a certified CrossFit Level 1 instructor and avid CrossFit athlete. A native Coloradoan, Jessica enjoys spending time in the outdoors doing such activities as skiing, hiking, biking, paddle boarding, and fly fishing.

 
Pattie Azzaro

Pattie Azzaro

Client Service Manager
Office 718-463-5953

Pattie has been with Northwestern Mutual since 1989 and has been a member of Brad's team since 2016. Pattie handles all risk management and insurance service requests including applications, new business input, underwriting and numerous matters to assist our clients.

With extensive experience, her goal is to meet our clients' expectations and ensure that our clients' experience is personlized to meet their individaul needs and goals.

Pattie lives in College Point, NY. She is a dance instructor and enjoys spending time with her daughters and grandsons in her spare time.

 
Brad Smith

Brad Smith, CFP®, ChFC®, CLTC®

Wealth Management Advisor

 

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