B.A., Denison University, 1982. M.B.A., University of Pittsburgh, 1984. J.D., University of Pittsburgh, 1986. Member, Florida Bar.
Brad is a former Vice President and Trust Officer with the Wealth Management and Retirement Brokerage Services of Wachovia Bank. With Wachovia, Brad managed a book of personal trust, guardianship, and fiduciary investment accounts, delivered fiduciary-level services to account grantors, owners, beneficiaries, remaindermen, and other interested parties, worked closely with internal and external professionals, including relationship managers, private bankers, financial planners, attorneys, insurance advisors, CPAs, trust associates, tax advisors, real estate advisors, closely held business specialists, and securities brokers delivering wealth management, trust, guardianship, and investment services to current and prospective high net worth clients. He was also responsible for assuring that accounts were in compliance with applicable state and federal laws.
With NLRG, Brad has concentrated on Tax (income, estate, gift, sales and use, estate planning) and Property (real and personal). As a member of the Business Law Team, he has handled cases involving contracts, commercial law (including U.C.C.), and corporate law. He has prepared numerous court-ready trial and appellate briefs to federal and state courts, legal memoranda, pleadings, wills, and trusts. In addition to his bar membership, Brad is a member of the Central Virginia Estate Planning Council.
Publications include D.B. Pettit, Tax: Can an Attorney Defer Recognition of Fee Income in a Case Involving a Structured Settlement, 70 Fla. Bar J. (No. 10) 36, (Nov. 1996); D.B. Pettit, Business Relationships, 11 Ohio Jur. 2d §§ 256-336 (1995); D.B. Pettit & J. Buckley, Summary Judgment and Pretrial Motions to Dismiss, 97 N.Y. Jur. 2d (1992); D.B. Pettit, Gas Production Incentive Handbook § 630 (Thompson Publ'g Group 1992); D.B. Pettit, Cause of Action to Invalidate a Deed Due to Undue Influence, 28 Causes of Action 291 (1992).
When not working for NLRG, Brad serves on the Advisory Board of Habitat for Humanity. He enjoys golf, hiking, camping, tennis, reading (historical novels, classics, Civil War), and Pittsburgh sports teams, especially the Pitt Panthers and Pittsburgh Steelers.
See a sample of Brad's work.