Investing With Integrity
Your future is our priority
Our Team
Meet Our Team at Brady Wealth Management, we pride ourselves on having a dedicated team of professionals committed to helping you achieve your financial goals. Get to know our experienced Investment Advisor and Client Director below:
Justin Brady AAMS
With 20 years of experience in the financial services industry, Justin brings a wealth of knowledge and expertise to our team. As an Accredited Asset Management Specialist AAMS, Justin is passionate about helping clients navigate the complexities of financial planning and investment management.
Areas of Expertise:
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Retirement Planning
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Investment Management
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Tax Optimization
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Estate Planning
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Risk Management
Justin takes a personalized approach to financial planning, working closely with clients to understand their unique goals, concerns, and aspirations. Whether you’re planning for retirement, saving for your children’s education, or building wealth for the future, Justin is dedicated to providing tailored solutions to help you achieve financial success.
Emily Moore
As our Client Director, Emily plays a pivotal role in ensuring the smooth operation of our office and the delivery of exceptional service to our clients. With 3 years of experience in the investment field, Emily brings a blend of leadership, organizational skills, and client-focused mindset to our team.
Responsibilities:
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Overseeing daily operations
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Managing administrative staff
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Ensuring compliance with regulatory requirements
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Serving as a point of contact for clients
Emily is committed to creating a welcoming and supportive environment for our clients, ensuring that their needs are met with professionalism and care. Whether you have a question about your account or need assistance scheduling an appointment, Emily is here to help.