Todd Brady Email & Phone Number

Todd provides multi-generational wealth management services, including financial and estate planning, insurance and annuities. Carefully analyzing the goals and needs of each client, he focuses in creating individual investment portfolios of equities, ETF's and mutual funds utilizing investment themes that evolve over a 8-10 year period. He is passionate about building deep relationships with his clients and finds it exhilarating working with 2,3 and sometimes 4 generations of large families.Todd began his financial services career over 25 years ago at Gruntal & Co. Inc. building independent earnings models of small ($500 million market cap or less) internet infrastructure companies for pension funds, mutual funds and other institutional clients.He then moved to A.G. Edwards' private client division to focus on equity and fixed income research. After that he joined Oppenheimer in 2010.Todd received his bachelor's degree from Dartmouth College. He currently holds Series 3, 7, 63 and 65 licenses.Todd is a Los Angeles native, but currently resides in Bentonville AR with his wife, and their two boys. When not at work, Todd enjoys playing piano, volunteering at his local Queen of Angels parish, playing golf and enjoying live music.l am licensed in the following states: AZ, AR,CA, CO, FL, GA, IL, IA, KY,LA, MA, MI, MO, MT, NV, NH, NC, OR, SC, TX, VA, WV, and WI Any information contained herein pertaining to securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those states.Links are being provided for information purposes only. Please go to http://www.opco.com/SocialMediaDisclosures for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.

Listed skills include Investments, Securities, Stock Due Diligence, Wealth Management Services, and 12 others.