Tom Brady, CFA, CFP®

Experience

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  Continental Bank

  Jan 1988 - Jan 1993

  Vice President
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  Boatmen's Bank

  Jun 1995 - Jul 1997

  Senior Vice President
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  Wachovia Bank

  Jan 1997 - Jan 2001

  Senior Vice President - Capital Markets
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  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

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  Brady Family Wealth

  Oct 2021 - now

  Founder and Chief Executive Officer