As the Chief Investment Officer at Zebulon Tax and Wealth Advisory, I bring over 42 years of experience as a financial advisor, along with a background in real estate development, to help clients achieve safety and above-market returns through thoughtfully curated financial strategies. My passion lies in crafting personalized financial plans and investment ideas that align with each client’s goals and values. In short, I’m a spreadsheet and numbers guy through and through.

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Previously, I served as CEO of Issachar Capital, where I concluded my tenure with great success and deep client satisfaction. My career has spanned roles from life insurance agent to stockbroker at a major New York brokerage firm, giving me a broad and seasoned perspective on wealth building and risk management.

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I’ve been happily married to my wife Darlene for 54 years, and we are blessed with two married daughters, nine grandchildren, and one great-granddaughter. One of the great joys of my professional life is working alongside my daughter, Heather Holman Hughes, and my son-in-law, Bradley Hughes. Outside of work, I love to travel, spend time with the family, and enjoy a good game of golf or pickleball.

Bradley Hughes is a financial planner and seasoned venture builder with more than 25 years of experience launching, scaling, and exiting advisory businesses. As Founder of Zebulon Capital Ventures and Zebulon Wealth Advisory, he fuels innovation through strategic solutions and bespoke guidance for high-net-worth clients

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Bradley is recognized as a skilled deal broker, balancing all sides of negotiations to ensure mutually beneficial outcomes for principals and investors. He oversees strategic deal-making through Capital Stack Strategies, a boutique firm specializing in complex transactions. In 2024, Bradley facilitated negotiations for $100 Million of commercial real estate development funding.

 

Bradley completed a Master of Financial Planning degree at the University of Georgia, further enriching his deep knowledge base and commitment to staying at the forefront of financial trends and theories.

 

Bradley spends his time with his college sweetheart wife, Heather. He embraces his passion for flyfishing, even if he jokingly admits he's not the best at it and enjoys dabbling as a "wannabe" boxer. Bradley also loves playing golf and taking his 1965 Shelby Cobra on scenic drives through the winding roads of the north Georgia mountain vineyard country, always searching for the perfect trout stream.

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Previously held licenses: 

Securities Licenses 6, 63, and 65

Numerous Industry Designations