Who We Are
Solutions for Financial Success
Unified Wealth Solutions was founded in 2023 with a single mission: to help individuals achieve their financial goals through comprehensive financial planning and consulting. We approach each of our clients with fresh eyes to develop customized, unique strategies to achieve their financial goals.
Let us help make your financial dreams a reality. Are you ready to get started on your financial path to success? Give us a call today and see what we can do for you.
Founder
Jacquie Bradshaw
CPA, CFP, Realtor, Notary
Jacquie Bradshaw has been in the accounting and finance field for over half of her life. She has helped her clients save thousands of dollars by engaging in proactive tax & financial planning. Jacquie is a central Florida native; born and raised in sunny Orlando, Florida. As a bright-eyed sixteen year old teenager, Jacquie found herself working in her uncle's CPA firm, and it was during that time, she fell in love with Finance. Jacquie has been sharpening her craft ever since. That love for numbers would take her on to get a double major in Accounting and Finance at the University of Central Florida. Furthering her education, she obtained her Masters in Taxation at Florida Atlantic University. After completing school, she took additional classes at UCF and took the appropriate state exams, to obtain the CERTIFIED FINANCIAL PLANNER™ (CFP) designation. She also currently holds her Certified Public Accountant (CPA), Realtor, & Notary license with the state of FLORIDA.