Robert Grady

Financial Advisor

Robert Grady has a diverse background in finance and sales, with experience serving as Treasurer for Kappa Alpha Order from November 2019 to November 2020, where responsibilities included budget creation, financial analysis, and account management. Currently, Robert holds the position of Assistant Vice President at Southern Bank and Trust Company since May 2025, and also works as a Financial Advisor at Osaic, starting in the same month. Previous roles include Licensed Brokerage Service Specialist and Brokerage Services and Trading Team Lead at First Citizens Investor Services from January 2022 to August 2023, and Associate Investment Advisor at Virginia Asset Management from July 2021 to January 2022. Earlier experience includes a Sales Associate role at EJW Outdoors in 2018, where management of cash transactions and customer concerns was key, and as Sole Proprietor of Eastern Carolina Firewood from April 2016 to April 2021, where Robert managed production, sales, and employee oversight.

Location

Raleigh, United States

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