Brad Small

Brad Small works with clients to address insurance and retirement planning needs for individuals, families, and small businesses. His focus includes life, disability, and long-term care insurance, as well as strategies related to estate planning and life settlements.

Brad has more than 30 years of experience in the insurance and financial industry, bringing a broad perspective to helping clients consider how protection and retirement solutions fit into their overall financial picture.

He earned his B.A. in Government from Skidmore College.

Brad divides his time between Point Windward Advisors' offices in New York City and Palm Beach, Florida. Outside of work, he is a musician and songwriter who enjoys creative pursuits alongside his professional responsibilities.