Tom Brady, CFA, CFP®

Evaluator
DISC Type : dcs

Founder and Chief Executive Officer at Brady Family Wealth

Greater St. Louis, United States

Overview

Tom Brady is the Founder and CEO of Brady Family Wealth, a firm he established to provide multi-generational financial planning. A Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ with an MBA from the University of Chicago, he leverages decades of experience from roles at Wells Fargo Advisors and Wachovia to guide families.

Family is central to his life; he has been married to his wife, Lisa, for 37 years and they have four grown children and two grandchildren. He finds great purpose in working alongside his two sons, Michael and Andrew, at his firm, blending his professional and personal passions.

He founded his own wealth management firm where he gets to work directly with his two sons every day.

Personality Overview

Hard To Convince

Quality Focused

Thorough Evaluator

They focus on the results, but can still be quite procedural and analytical about how to get there  They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Generational Wealth
His firm, Brady Family Wealth, focuses on helping families make smart financial decisions that support their lives and legacies across generations.
Market Analysis
He shares and comments on market analyses, including perspectives on equity investment returns and the economic impact of geopolitical events.
Family Business
He founded his company with his family and works alongside his two sons, Michael and Andrew, highlighting the importance of family in his professional life.

Media Appearances

Father‑Son CFA® Duo Launch Brady Family Wealth. Featured in PR Newswire

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Tom Brady – Founder and Chief Executive Officer – Brady Family Wealth (Contact Listing). Featured in Whitebridge.ai

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Work History

10-2021
Founder and Chief Executive Officer at Brady Family Wealth
9-2001 - 10-2021
Managing Director - Investments & Senior PIM Portfolio Manager at Wells Fargo Advisors
1997 - 2001
Senior Vice President - Capital Markets at Wachovia Bank
6-1995 - 7-1997
Senior Vice President at Boatmen's Bank
1988 - 1993
Vice President at Continental Bank

Education

8-1978 - 5-1982
Accounting from University of Notre Dame - Mendoza College of Business
1984 - 1986
Master of Business Administration (M.B.A.) from University of Chicago

More Information

Social Presence :

Prographics :

Exp : 36 Location : Greater St. Louis, United States Job Level : Leadership Designation : Founder and Chief Executive Officer at Brady Family Wealth
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Insights For Selling To Tom

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Showcase how you can impact results but also make sure that you share detailed information too
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tom is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Tom

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Tom move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Tom take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Tom

Personality Compatibility


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