Kevin Brady, CFP®

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As a Financial Advisor in our New York Office, Kevin works with successful business professionals, entrepreneurs, attorneys, and small business owners who excel at what they do and who seek a trusted advisor to help them navigate their increasingly complex financial lives.

He believes one of the keys to financial success comes from education, and his goal is to help inform and guide his clients toward making smart financial decisions that lead to confidence and empowerment. He is also focused on helping clients identify all of life’s puzzle pieces and fitting them together to create a holistic picture of success.

Kevin is a frequent contributor to industry publications such as CNBC, Financial Planning, MarketWatch, Bloomberg, and more, and is also a frequent speaker at industry conferences. He focuses on advanced income and estate tax planning including qualified small business stock (QSBS), private equity “carried interest” planning, and equity compensation for employees of both private and public companies.

He is active in his community and has served as the Public Relations Director and Pro Bono Co-Director for the FPA of Metro New York. He also volunteers for the IRS Volunteer Income Tax Assistance Program (VITA).

“Life doesn’t just revolve around numbers; happiness is about finding balance between saving for the future and enjoying life today.”

Previous Experience

• Assistant Vice President, Advisor at Wealthspire Advisors
• Senior Advisor Associate at Wealthspire Advisors
• Client Service Associate at HSBC Securities
• Graduate Development Program Trainee at HSBC Bank

Education & Credentials

• BS, University of Florida, Accounting
• MA, University of Florida, International Business
• Certified Financial Planner™

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP^®, Certified Financial Planner^™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.