Brad Blum is the President and Founder of Wisteria Wealth, a boutique wealth management firm built on a foundation of innovation, entrepreneurship, and an unwavering commitment to delivering an exceptional client experience.

A graduate of the University of Virginia’s McIntire School of Commerce and holder of an MBA from UNC’s Kenan-Flagler School of Business, Brad combines a world-class education with nearly two decades of experience at leading financial institutions, including Smith Barney (now Morgan Stanley), Wells Fargo Advisors, UBS, and RBC Wealth Management.

Before founding Wisteria Wealth, Brad helped to found The Egg Factory, an innovation company that nurtured disruptive ideas and entrepreneurial ventures. This experience has shaped his unique ability to connect with business owners, executives, and visionaries–many of whom make up Wisteria Wealth’s clientele. His entrepreneurial mindset empowers him to craft custom, sophisticated wealth strategies designed to grow, protect and transition wealth with precision and care.

Brad’s leadership and client-first philosophy have earned industry recognition, including being ranked by Forbes as one of Virginia’s top wealth advisors for 2025. He also played a pivotal role in growing The Meridian Group at RBC into one of the Top 20 Wealth Management Teams in Virginia, as ranked by Forbes in 2025.

At Wisteria Wealth, Brad has drawn upon his entrepreneurial spirit and in-depth industry knowledge to create an independent platform designed for entrepreneurs, business owners, and affluent families seeking more than cookie-cutter solutions. His mission is to provide tailored strategies, white-glove service, and access to the best minds, best opportunities, and best experiences–empowering clients to create, preserve, and elevate their wealth across generations.

Brad and Sarah have been married for more than 25 years and have two daughters, Grace and Caroline.

Top Wealth Advisors Best-in-State (2025) VIRGINIA DATA PROVIDED BY SHOOK® RESEARCH, LLC. 2025 DATA AS OF 6/30/2024. 2024 DATA AS OF 6/30/23. SOURCE: FORBES.COM (APRIL,08 2025). See full disclosure.

Elizabeth Gibson serves as Practice Manager at Wisteria Wealth, a premier boutique wealth management firm headquartered within the historic Boar’s Head Resort in Charlottesville, Virginia. Founded by Forbes-ranked advisor Brad Blum — a nearly two-decade veteran of institutions including Morgan Stanley, Wells Fargo Advisors, UBS, and RBC Wealth Management — Wisteria Wealth was built on a singular mission: to deliver an exceptional, white-glove wealth management experience for high-net-worth individuals, families, and business owners across the country. The firm utilizes Goldman Sachs Custody Solutions, providing clients institutional-grade custody and access to one of the world’s most respected financial institutions.

In her role, Elizabeth oversees the operational and client experience functions that allow Wisteria Wealth to deliver on its commitment to high-touch service at every stage of the client relationship. From seamless onboarding and portfolio coordination to curated client events and ongoing relationship management, she ensures the practice operates with the precision, discretion, and care clients deserve.

Elizabeth is committed to upholding the highest standards of client service in an industry where the experience — not just the outcome — defines lasting relationships and generational trust. She enjoys connecting with professionals across wealth management, financial services, and the broader Virginia business community.

Michelle O’Mara brings 23 years of experience in the financial industry to her role as Client Experience Associate at Wisteria Wealth, including 19 years most recently with Ameriprise Financial. Highly organized and detail-oriented, Michelle is dedicated to delivering the exceptional service that defines the Wisteria Wealth experience.

Michelle guides clients through every step of the account opening process, ensuring they feel informed, valued, and well supported from day one. Her sharp attention to detail is matched only by her genuine care for each person she works with — a combination that builds lasting, trusted relationships. Whether she’s answering a quick question or coordinating a more involved request, Michelle is committed to making every interaction smooth, stress-free, and personal, so that every client feels like a priority.

Outside the office, Michelle is an outdoor enthusiast who loves hitting the hiking trails and riding her bike. She also enjoys unwinding with a Caribbean cruise and cherishes time spent with family and friends.