Capabilities to impact your life and wealth
As a Certified Private Wealth Advisor®, CERTIFIED FINANCIAL PLANNER™ and Certified Exit Planning Advisor® professional, Brady works closely with clients to help them pursue their goals through comprehensive financial planning. His in-depth knowledge of estate, tax, charitable giving, and financial planning allows him to craft personalized solutions tailored to each client’s individual needs and priorities. Working collaboratively with other members of the Birmingham Investment Group and other experts at UBS, Brady helps deliver what clients desire most—Advice. Beyond investing.
Brady provides expertise in the following areas:
– Estate and multigenerational planning
– Tax planning
– Business continuity and succession planning
– Executive compensation and benefit strategies
– Charitable giving strategies
– Retirement income and cash flow analysis
– Retirement plans and employee benefits
– Risk and liability management planning
Brady also specializes in working with both young and experienced physicians. His wife, Katie, is a podiatric surgeon, which has provided him with first-hand experience helping physicians navigate the challenges of medical school and residency. Brady has successfully assisted numerous physicians transition from life as a medical student to that of an attending physician.
Experience to guide you forward
Brady has been working in the financial services industry since 2010. He began his career in Canada working at the Royal Bank of Canada. He and his wife moved to South Florida in 2012, where he spent the next four years working with high net worth families at Edelman Financial Services, LLC and United Capital Financial Advisers, LLC. Brady and his family moved back north to Michigan in 2016 when he joined UBS Financial Services as the Wealth Planning Associate for their Michigan offices. In this role, he delivered financial plans to over 300 clients whose net worth ranged from $250,000 to $300 million. Brady's knowledge and experience allows him to help clients with a wide range of backgrounds and wealth.
Professional achievements and education
– Certified Private Wealth Advisor®
– CERTIFIED FINANCIAL PLANNER™
– Certified Exit Planning Advisor®
– Master of Science in Personal Financial Planning, College for Financial Planning
– Bachelor of Commerce, Athabasca University
– Series 7 & 66
– Michigan Accident and Health, Life and Variable Annuities
Outside the office
Brady was born and raised in Canada where he played hockey in the Ontario Hockey League (OHL) and at Queen's University. The father of two, Cayden and Owen, Brady has been married to his wife, Katie, for nine years. Brady still plays recreational hockey locally and is an avid golfer.
Registered States:
AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV