Ponte Vedra Beach, FL Office

Matthew Brady is a financial advisor with The Partners Wealth Management in Ponte Vedra Beach, FL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Outside of his advisory work, he serves as treasurer for the Las Palmas Homeowners Association and is a board member of the Palmetto Landing Condominium Association. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing comprehensive investment management, financial planning, consulting, and retirement-plan advisory services. The firm employs a multi-team advisor structure and constructs portfolios using customized strategies, internal and third-party models, and outside managers, typically implementing mutual funds, ETFs, individual equities, and fixed-income securities.

Kyle Brady is a financial advisor at ThePARTNERS Wealth Management in Ponte Vedra Beach, FL, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining ThePARTNERS, he worked at Fidelity Investments and has held various roles associated with Florida State University and other organizations. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm uses a combination of customized portfolios and model-based management, leveraging both internal models and third-party providers.

Christopher Lein is a financial advisor at The Partners Wealth Management with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Purshe Kaplan Sterling Investments. Outside of his advisory role, he operates a summer college baseball league through Coastal Collegiate Baseball League LLC. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, consulting, and retirement-plan advisory services. The firm employs a multi-team advisor structure and uses customized portfolio strategies that include mutual funds, ETFs, individual equities, and fixed-income securities.