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Chris Brady Managing Director, Business Development Officer
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Highlights
START DATE
Industry: 2009
KAR: 2025
EDUCATION
- B.S., Finance, The University of Tampa, Sykes College of Business
PRIOR WORK EXPERIENCE
- Director of Custodial Referrals – RWA Wealth Partners
- VP & Wealth Advisor – Clarendon Private
- VP, Financial Consultant – Fidelity Investments
- Financial Consultant – Fidelity Investments
CERTIFICATIONS AND CREDENTIALS
- Series 7, 63, 65
Fun Fact
I'm a firefighter with the Lovell Volunteer Fire Department.
| Q: | What Do You Enjoy Most About Your Job? |
| A: | I enjoy helping our clients with financial complexity and collaborating with the KAR team to bring unique solutions to solve problems. I'm passionate about building relationships with our clients, business partners and the team here at KAR. It's a privilege to help people accomplish their goals and improve their financial lives. |
| Q: | What Do You Enjoy Most About Working at KARWA? |
| A: | I'm surrounded by an experienced team of people that genuinely care about what they do and who they do it for. Partnering with some of the best asset managers and wealth advisors in the industry is a constant reminder of the talented team here at KAR. It's a pleasure and an honor to be part of this team! |
| Q: | What Are You Involved in Outside of Work? |
| A: | Outside of work you can usually find me at a hockey rink, golf course, ski mountain or the beach. I recently joined the Lovell Volunteer Fire Department as a firefighter and enjoy giving back to our local community. |
| Q: | How Does KARWA Approach Wealth Management Differently? |
| A: | KAR has a commitment to providing the highest quality wealth management solutions and dynamic financial planning capabilities to our clients. I'm continuously impressed with the dedication and collaborative approach to servicing those that have entrusted us with their hard-earned savings. |
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