Brady M. Smith

Brady M. Smith

Account Vice President

Brady grew up in Charlottesville, VA, and in 2004 graduated from Radford University with a Bachelor of Science degree in Business Marketing and a Minor in Economics. In 2006, Brady began his career in the financial services industry in Richmond, VA, where he worked for a large national bank and brokerage firm.

Brady is dedicated to assisting individuals, families, and business owners in achieving their financial goals and addressing both their short and long term needs, time horizon, and risk tolerance.
Whatever the client’s goals may be, whether it is retirement planning, wealth preservation, education planning, etc., he utilizes professional investment skills by listening and developing a comprehensive investment plan tailored to their individual needs. He currently holds his Series 7, 63, and 65 securities registrations along with life, health, and annuity insurance licenses.

Brady lives in Hanover, VA with his wife, Brooke, son, Bennett, and golden retriever, Charley. He has enjoyed volunteering with the YMCA of Greater Richmond Bright Beginnings program as well as Habitat for Humanity. In his spare time, Brady can be found competing in triathlons, marathons, and spending time outdoors with his family.

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