Kevin J. Brady

Kevin J. Brady, CFP®, currently serves as Vice President and Advisor at Wealthspire Advisors since October 2019, focusing on complex income and estate tax planning. Prior to this role, Kevin held positions as Assistant Vice President and Senior Advisor Associate at Wealthspire Advisors and Sontag Advisory. Kevin's earlier experience includes serving as a Premier Relationship Advisor and Senior Premier Relationship Officer at HSBC, where comprehensive financial planning and investment management services were provided to affluent clients. Educational qualifications include a Certificate in Financial Planning from NYU School of Professional Studies, a Master of Arts in International Business, and a Bachelor of Science in Accounting from the University of Florida. Kevin also received an International Baccalaureate Diploma, summa cum laude, from Seminole High School.