Brady plays a key role in ensuring our office runs efficiently and provides valuable support for our financial advisors and clients. Brady manages a wide array of duties, including handling service requests, maintaining client accounts and assisting our financial advisors in goal monitoring and financial planning for our team.
Personable and detail-oriented, Brady strives to ensure clients receive timely and thorough responses to each of their requests, and is committed to providing an exceptional client experience. Brady holds Series 7 and 66 securities licenses.
Before joining Raymond James in May 2020, Brady was a Registered Client Service Associate at Morgan Stanley. Brady earned a bachelor’s degree in Finance and Economics from Florida State University and started pursuing his career in finance in 2018.
Originally from Clearwater, FL, Brady currently lives in St. Petersburg. In his free time, Brady enjoys cheering on the Bucs, ‘Noles and Bolts. He also enjoys cooking on his Kamado Joe and hosting barbecues.
Raymond James is not affiliated with the above organizations and/or charitable causes.