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Thomas B

CFP®, CFA®, Series 63, Series 66

Saint Louis, MO

Brady Family Wealth, LLC

Thomas Brady is a CFP® and CFA® credentialed advisor with 24 years of industry experience. He is a principal at Brady Family Wealth, LLC, where he has worked since 2021, and he has also been associated with Wells Fargo Advisors LLC since 2009. Additionally, he serves as a co-trustee for children in an investment-related capacity. Brady Family Wealth serves a diverse client base including individuals, families, foundations, and business entities by providing investment and wealth management, financial planning, and fiduciary services. The firm employs a fee-only, percentage-of-assets model and utilizes both discretionary and non-discretionary portfolio management to deliver tax-aware, risk-adjusted asset allocations.

Concentrated stock management Tax-loss harvesting Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive
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Michael B

CFP®, Series 66, Series 63

Saint Louis, MO

Brady Family Wealth, LLC

Michael Brady is a financial advisor with Brady Family Wealth, LLC in Saint Louis, MO, holding the CFP® designation along with Series 66 and Series 63 licenses. He has 12 years of industry experience, previously working at Wells Fargo Advisors and Wells Fargo Clearing from 2014 to 2023. Outside of his advisory role, he serves on a high school advancement committee focused on fundraising and school promotion. Brady Family Wealth serves individuals, families, foundations, and business entities by providing investment and wealth management, financial planning, and consulting services. The firm offers both discretionary and non-discretionary portfolio management with tax-aware, risk-adjusted asset allocations, combining active and passive strategies across various asset classes.

Concentrated stock management Tax-loss harvesting Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive
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