Tom Brady, CFA, CFP® in

Tom Brady, CFA, CFP®

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Founder and Chief Executive Officer at Brady Family Wealth
📍 Greater St. Louis, United States

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.

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Experience
36 Years
Current Role
Founder and Chief Executive Officer
Job Level
Leadership
Location
Greater St. Louis, United States
Personality Overview

How Tom shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Tom cares 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.
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Career

Work history

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

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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Education
8-1978 - 5-1982
Accounting
University of Notre Dame - Mendoza College of Business
1984 - 1986
Master of Business Administration (M.B.A.)
University of Chicago
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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