WHO WE ARE
The Centerpoint Group is a multi-disciplinary financial organization that serves the specialized planning and financial service needs of individuals, families, business owners, professionals and executives, combining financial, tax, legal, business and philanthropic matters into a unified plan. At its core, The Centerpoint Group is composed of Valmark Advisers (a registered planning and investment advisory firm) and Pickett, Bradford & Associates, P.A. (a licensed provider of investment and life insurance products and services). The firm also maintains an extensive network of regional and national relationships.
Our Team
Robert H. Bradford
Robert H. Bradford – Chartered Financial Consultant, Registered Representative, Investment Advisor Representative. A principal in Valmark Advisers,
a Registered Investment Advisor. Thirty-five years experience in retirement plan design, implementation and asset management.
BS & MS from University of Memphis. Past Chair and current member of numerous community organizations.
George B. Pickett
George B. Pickett – Juris Doctor, Accredited Estate Planner, Registered Representative, Investment Advisor Representative. Over thirty-five years providing insurance and securities, asset management and holistic financial planning services for individuals, families and businesses. BA Millsaps
College. JD – University of Mississippi. Chairman: Millsaps’ Else School of Management Advisory Board. Past Chairman: St. Dominic Health Services Foundation.
The Centerpoint Group is an independent financial firm providing comprehensive solutions for clients and their advisors in three areas: asset management, financial planning and financial risk transfer via insurance. Investment advisory services through Valmark Advisers, Inc., an SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. The Centerpoint Group and its affiliates are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.
The Centerpoint Group
12 River Bend Place, Suite 101
P.O. Box 321452
Flowood, MS 39232
Phone: 601-969-3456
Fax: 601-969-3517
Email us to request more information about
The Centerpoint Group.
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