William J. Brady is a Senior Financial Consultant with Merritt Point Wealth Advisors and has been working with the team since 2016. William’s areas of focus include comprehensive wealth planning and investment strategy selection. Will works with clients and their families to help them identify and pursue their long-term financial goals.
One of William’s primary roles is to oversee the team’s portfolio construction and investment selection process. William’s focus on investment management includes in depth research and analysis of the teams various investments including mutual funds, exchange traded funds, bonds, equities, alternative investments, hedge funds, and structured products. Will meets with various portfolio managers as a part of our team’s investment due diligence process.
William is also involved in the development of Merritt Point Wealth Advisors comprehensive investment planning strategy. William continuously evaluates each client’s unique investment objective, risk tolerance, time horizon, long term goals, income planning, and investment planning needs. William uses each of these various aspects to develop a customized investment planning strategy for each client.
Prior to joining Merritt Point Wealth Advisors, William worked with Northwestern Mutual in Westport, CT. During that time he gained valuable experience developing customized risk management and insurance solutions for high net worth individuals and families. William attended Virginia Tech, and graduated with a B.S. in Financial Services and Consumer Studies. William enjoys skiing and fishing in his free time. William and his wife currently reside in Stamford, CT.
CA Insurance License Number: 0M31795. Resident State CT.