Matthew S. Brady, Cfp® Ricp® Email and Phone Number
Matthew S. Brady, Cfp® Ricp® work email
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Matthew S. Brady, Cfp® Ricp® personal email
Matthew S. Brady, Cfp® Ricp® phone numbers
My experience covers over twenty-five years in the financial services industry serving everything from small, retail-oriented brokerage clients to high net worth individuals seeking personal money management. I have also dealt extensively with institutional clients of great variety including a $60 billion life insurer and mutual fund complex. With every relationship, I champion an unselfish and grateful attitude in partnership with my clients; I take a long view of life, markets, and planning, aiming to help clients realize a purposeful potential which influences others.
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Senior Wealth AdvisorMarinerOlathe, Ks, Us
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Senior Wealth AdvisorMariner Aug 2010 - PresentOverland Park, Ks, UsMariner is an independent, national wealth advisory firm that provides unbiased financial advice focused on meeting client needs. I develop and implement strategic solutions resolving never to allow clients to meet a challenge alone, uniformed, or unprepared.• Proactively interact with clients to understand their needs and build relationships • Evaluate and identify client objectives through customized, comprehensive financial planning • Assess each client's financial situation to establish prudent strategies• Monitor and modify strategies as clients move through major life changes • Recommend appropriate solutions and monitor portfolios for economic changes and adjustments• Weigh costs and benefits and make appropriate trade-offs when making decisions• Present wealth planning options and the relevant analysis before making recommendations• Provide leadership to wealth advisory team in support of client objectives -
Senior Vice President - Managing DirectorUmb Bank Jul 2000 - Aug 2010Kansas City, Mo, UsPersonally managed over $350 million of high net worth and institutional balanced portfolio assets. Supervised an additional $650 million managed by other portfolio managers. Responsible for creation, development, and supervision of large-cap, equity income portfolio model which outperformed its benchmark (S&P 500) from inception (12/31/06). Ongoing member of asset allocation policy committee as well as other compliance oriented policy committees. Recognized as top portfolio manager for sales production - 2003, 2004, 2005, & 2008. • Outperformed both the S & P 500 and the Lipper Large Cap Top Quartile indexes for the period 12/31/2002 – 12/31/2008. -
Senior Portfolio AdministratorState Street Apr 1999 - Jul 2000Boston, Massachusetts, UsOversaw daily custody administration by a team of eight portfolio administrators for the $60 billion mutual fund family of a major US life insuror. -
Senior Investment RepresentativeInvest Financial Oct 1998 - Apr 1999Appleton, Wisconsin, UsSales and marketing of investment and insurance products to the customers of a small savings and loan. -
Senior Investment RepresentativeRoosevelt Bank/Mercantile Bank Jul 1996 - Oct 1998Sales and marketing of insurance and investment products to customers of small to medium size regional bank holding company.
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Registered Representative & Field UnderwriterAxa Equitable Feb 1995 - May 1996New York, Ny, Us
Matthew S. Brady, Cfp® Ricp® Skills
Matthew S. Brady, Cfp® Ricp® Education Details
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Kansas State UniversityFinancial Therapy -
The University Of KansasPsychology
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Johnson County Community CollegeAssociate Of Arts - Aa
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The Wharton SchoolClient Psychology Program
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The American College Of Financial ServicesRetirement Income Certified Professional
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Kaplan UniversityFinancial Planning And Services
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Kansas State UniversityHistory
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Worcester Polytechnic Institute
Frequently Asked Questions about Matthew S. Brady, Cfp® Ricp®
What company does Matthew S. Brady, Cfp® Ricp® work for?
Matthew S. Brady, Cfp® Ricp® works for Mariner
What is Matthew S. Brady, Cfp® Ricp®'s role at the current company?
Matthew S. Brady, Cfp® Ricp®'s current role is Senior Wealth Advisor.
What is Matthew S. Brady, Cfp® Ricp®'s email address?
Matthew S. Brady, Cfp® Ricp®'s email address is ma****@****ors.com
What is Matthew S. Brady, Cfp® Ricp®'s direct phone number?
Matthew S. Brady, Cfp® Ricp®'s direct phone number is +191364*****
What schools did Matthew S. Brady, Cfp® Ricp® attend?
Matthew S. Brady, Cfp® Ricp® attended Kansas State University, The University Of Kansas, Johnson County Community College, The Wharton School, The American College Of Financial Services, Kaplan University, Kansas State University, Worcester Polytechnic Institute.
What are some of Matthew S. Brady, Cfp® Ricp®'s interests?
Matthew S. Brady, Cfp® Ricp® has interest in Children, Economic Empowerment, Politics, Reading, Hunting, Travel, Arts And Culture, History, Genealogy.
What skills is Matthew S. Brady, Cfp® Ricp® known for?
Matthew S. Brady, Cfp® Ricp® has skills like Mutual Funds, Asset Allocation, Team Leadership, Wealth, Client Service, Portfolio Management, Investments, Financial Services, Insurance, Equities, Wealth Management, Asset Management.
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