Tom Brady, CFA, CFP®

Tom Brady, CFA, CFP®

Vice President

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  • Timeline

  • About me

    Founder and Chief Executive Officer at Brady Family Wealth, LLC

  • Education

    • University of Notre Dame - Mendoza College of Business

      1978 - 1982
      Accounting
    • University of Chicago

      1984 - 1986
      Master of Business Administration (M.B.A.) Finance and Marketing
  • Experience

    • Continental Bank

      Jan 1988 - Jan 1993
      Vice President
    • Boatmen's Bank

      Jun 1995 - Jul 1997
      Senior Vice President
    • Wachovia Bank

      Jan 1997 - Jan 2001
      Senior Vice President - Capital Markets
    • Wells Fargo Advisors

      Sept 2001 - Oct 2021
      Managing Director - Investments & Senior PIM Portfolio Manager

      I joined A.G. Edwards, a Wells Fargo Advisors predecessor firm, in 2001, establishing my practice to serve the customized wealth management needs of my clients.As a Managing Director – Investments and a Senior PIM Portfolio Manager, I am among a select group of individuals entrusted by the firm to manage investment portfolios for wealthy private clients who demand the highest level of service.I was named a Premier Advisor within my firm in 2021. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients. Show less

    • Brady Family Wealth

      Oct 2021 - now
      Founder and Chief Executive Officer
  • Licenses & Certifications

    • Chartered Financial Analyst

      CFA Institute
      Sept 1990
    • CERTIFIED FINANCIAL PLANNER™

      College for Financial Planning
      May 2006