For over three decades, Brad Bays has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With experience that spans throughout major shifts in the markets, Brad has dedicated his career to delivering the personalized investment planning services his clients deserve.

Brad began his career as a Financial Advisor with Smith Barney where he developed his fundamental investment knowledge through training in their highly respected Consulting Group. He co-founded the Mills - Bays Wealth Management Group of Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2001 to take a team approach to provide personalized financial advice for individuals, families, endowments/foundations and corporations. In 2002, Brad earned the CIMA® (Certified Investment Management Analyst) certification by completing an approved educational program from the University of Pennsylvania's Wharton School of Business, passing a rigorous examination and meeting stringent experience requirements. In 2011, he co-founded Trinity Capital Management.

Brad’s passion for learning doesn’t end there. He is continually striving to improve his overall knowledge of economics and finance by extensive reading and study. In addition, he is an avid reader of history and has a passion for studying military history and the individuals that made America great. While earning his bachelor’s degree at Stephen F. Austin, he earned the President’s Award for Academic Excellence. After college, he settled in Tyler and, 30 years later, still loves all the city has to offer.

Away from the office, Brad spends his free time enjoying life with his wife Carleen and watching his two sons, Brit and Brooks, progress toward their goals.  He likes to stay active both physically and mentally. Whether its working toward his pilot’s license, working outside, or just traveling and enjoying his family and friends, he keeps a very active schedule. Family and Faith are Brad's priority. He is also active in the community serving as the President of the Board of the Children’s Advocacy of Smith County and a member of the Tyler Rose Festival Strutters. 

– Brad Bays,  Partner

CA Insurance License #0D61718
Resident State: TX



This information is intended for use only by residents of (AZ, CA, CO, CT, FL, IN, LA, NE, NJ, OH, OK, SC, TX, UT, WA, WY). Please consult with each individual Financial Advisor listed on this site to understand what states they are licensed to transact business.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.

Products and services listed may not be available, or may have restrictions, depending on client country of residence.
Investment and Insurance Products Are:
Not Insured by the FDIC or any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms:

Links to third-party websites are provided for your convenience and information purposes only. Wells Fargo Advisors is not responsible for the information contained on third party websites.

©2021 Wells Fargo Advisors Financial Network, LLC. All rights reserved.