I am the latest Brady to join the family business. I enjoy working with our existing clients, and I love using my skills to grow our practice by building new relationships with prospective clients and other professionals.
Like my father and brother, my most recent work experience was with Wells Fargo Advisors where I served as Vice President and Productivity Consultant. In this role I advised over 250 financial advisors on best practices for financial planning, investment management and practice management.
I am no stranger to hard work. In 2022, I spent weekends, holidays and even family vacations fervently studying for and ultimately achieving the prestigious CERTIFIED FINANCIAL PLANNER™ certification. I also hold the Chartered Retirement Planning Counselor® designation. As a Senior Wealth Manager, I use my strong financial planning skill set to enhance the lives of our clients, with an emphasis on generational wealth planning and helping employees take full advantage of their benefits offered through their employer.
Personally, I graduated from the University of Missouri with a bachelor’s degree in Personal Financial Management Services. My wife Shannon and I live in Nashville, and welcomed the newest member of the Brady family (a future financial advisor in training), our daughter, Hallie, in August, 2022.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.
