Pineville, NC Main Street Office

Brendan Grady is a financial advisor with Gibbs Wealth Management, LLC, holding a Series 65 license and 11 years of industry experience. He has worked at multiple firms including FormulaFolios, Gradient Investments, Clarity Financial Group, and Questar Asset Management. Grady also serves as an insurance agent with Grady Group, Inc., where he conducts dinner seminars. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on client financial situations, goals, and risk tolerance rather than constructing proprietary portfolios.

Michael Santos is a financial advisor at Gibbs Wealth Management, LLC in Pineville, NC, holding Series 65 and Series 63 licenses. He has one year of industry experience, with prior roles at Northwestern Mutual and Grady Group Inc. Outside of finance, he has served in the Armed Forces since 2022. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients through an advisor-directed Model Management program, utilizing third-party platforms and strategists to implement model portfolios.