John Brady is a specialist in the design and implementation of advanced planning strategies for families of significant wealth, entrepreneurs and professionals. For most of these clients, this involves working with their advisors to establish, fund and leverage multi-generational wealth strategies, frequently in tandem with philanthropic techniques.
Since 1990, financial services experience with specialization in estate, wealth, charitable and business succession planning for all levels of wealth and specializing in ultra-high net worth families and business owners with estates ranging from $5 million to $2 billion.
Previous Consulting Partnering
Estate Planning and Insurance consultant - Morgan Stanley and UBS Financial
In partnership with BKA Financial, LLC responsible for assisting Morgan Stanley and UBS Financial Advisors with estate planning and Insurance strategies for their clients.
Estate Planning Specialist – Merrill Lynch
Vice President responsible for assisting Merrill Lynch Financial Advisors with estate planning strategies for their clients, in conjunction with the Merrill Lynch Estate & Trust Specialist.
Essential Strategic Partners, Ltd – President
Assisted CPA’s and Attorneys with developing advanced estate plans for their high net worth and business owner clients.
Long Island University, C.W. Post, Life and Health Licenses as well as FINRA Series 7, 6, 63, and 65 licenses