The Brady Wealth Management Group at Morgan Stanley

Steve brings a lifetime of experience to his role as a wealth management professional. Upon graduating from Boston College with a degree in Accounting, Steve sought a career that would bring his interest and aptitude for finance together with his desire to make a real difference in people’s lives. Steve joined the Morgan Stanley family in 1983 and has proudly served as a financial advisor ever since, eventually being named an Executive Director of the firm.

Throughout Steve's career, he has been committed to ongoing education for himself and his clients. Steve earned his CFP^® designation from the Certified Financial Planner Board of Standards and his Chartered Financial Consultant^® designation from the American College. Steve also achieved the following designations at Morgan Stanley: Family Wealth Director, Wealth Advisor, Executive Financial Services Director, Senior Investment Management Consultant and Portfolio Management Director. Each certification provides access to exclusive resources across the firm. He also is a member of the Portfolio Management Institute, an independent, membership-supported association of Morgan Stanley Portfolio Managers. Steve currently serves on PMI’s Board and is a past President and former Treasurer.

Steve is honored to work with an exceptional group of clients. He comes to work each day focused on guiding them through the market’s ups and downs, helping them maintain the discipline required to achieve their long-term goals in any market environment.

As a proud father of three grown children, family is very important to Steve, as it is to his clients. Steve also believes in giving back. Steve is a lifetime member of the National Eagle Scout Association, a member of the Pastime Club of Mendham, a volunteer at the Somerset Hills Visiting Nurse Association and has served on several committees of the Somerset Hills YMCA. He is also a past president of the Mendham H.S. Football Booster Club and participated in the Financial Planning Association’s pro-bono program for those affected by 9/11. Outside the office, Steve likes to golf, travel and spend time with his wife, Carole, and his family.

Stephen J Brady: Forbes Best-In-State Wealth Advisor (2019-2023)

2019-2023 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2019-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html

I would be remiss if I said that Wealth Management was my first choice as a career. An Education major in college, working seven summers at a camp for the visually handicapped during high school and college, my career path was tilted in a much different direction. As I look back over the years, the seeds for a career in finance was sown early…I just didn’t recognize it at the time. I can honestly say we didn’t have much growing up, but we felt as though we had enough. We had food on the table and a roof over our head. Vacations were not extravagant; the Jersey shore was just fine. Dinner out was limited to the local Howard Johnsons and Mario’s for pizza. My parents had modest paying jobs but still managed to pay off the house over the years like many of their generation. They believed in payroll deduction, Savings Bonds and in my mother’s case a Stock Purchase Plan. When I needed spending money the reply I often heard was “money doesn’t grow on trees you know”, you had to figure another way. I mowed a lot of lawns and shoveled more snow then I care to remember but I survived. I believe our practice reflects the values of the people and experiences that have mentored me along the way. We take a very practical and common sense approach to our investing. We believe that your financial success is a series of small steps strung together to reach the end goal. Our mantra is this: you do the best you can to control what you can control and minimize what you can’t. Markets move up, down and sideways…that movement is out of our control. Creating and sticking to a plan is within our reach.Assisting individuals and families make sensible decisions about their future has been extremely rewarding. We also take pride in our work in the community. Our culture of giving back has led to volunteer opportunities with organizations such as the Community Food Bank of NJ, the Seeing Eye, Habitat for Humanity and Special Olympics.

Having been exposed to the financial industry at a young age, I have always had a passion and interest for helping people with their financial future. Since joining the firm, I have combined my industry experience and passion to assist clients in creating a financial plan that helps solve for their goals.

After graduating from Syracuse University in 2015, I spent 6 years at another financial institution, in a variety of roles focused on transformation and improving the client experience. In these roles, I learned how to look at problems differently and find unique solutions for my stakeholders. I use these skills, as well as those learned through my Financial Planning Specialist designation, to help solve my clients’ individual wealth needs and make financial planning a more manageable process.

Outside of work, I enjoy traveling, playing golf, and walking throughout NYC and the surrounding areas.

Growing up as the son of a Financial Advisor exposed Connor from an early age to the Financial Services industry, and more specifically, Wealth Management. It was during this time that he solidified his desire to enter into a career which would allow him to assist clients to reach their long-term goals and objectives.

Connor graduated from Boston College in 2019 with a degree in Finance and spent the following 4 years with Eaton Vance (now a part of Morgan Stanley Investment Management) as an Internal Consultant covering major brokerage firms throughout the Midwest, as well as the Greater Los Angeles area. In April of 2023, Connor earned his CFP^® designation from the Certified Financial Planner Board of Standards.

Connor is a lifetime member of the National Eagle Scout Association, as well as an active member of the Boston College Graduates of the Last Decade (GOLD) Committee. Outside of work, Connor enjoys golf, travel, and spending time with family and friends.

“Taking pride in providing that personal touch for our clients, that’s what nourishes the overall relationship.”

Given 18 years of experience with Morgan Stanley, Donna is committed to providing clients with the utmost level of service. She’s very passionate about developing long standing relationships, seeing clients through many life events and is always there to offer that level of gentle support. She’s very committed to handling the daily operational tasks necessary to support the financial relationship.

Donna began her career right out of high school and began working in the banking industry. Shortly thereafter, had an opportunity to enter the commodity world. She joined Cargill and learned about soft commodities, trading strategies, hedging, foreign currencies etc. This knowledge allowed for her journey to continue at a prestigious international commodity house, Phibro Salomon, where she provided operational support for the Coffee, Sugar and Cocoa desk. With that gained experience, she joined the trading desk as a futures trader handling hedging strategies for the physical sugar and cocoa business.

In the mid-80s, as she began to start a family, Donna left the full time hustle and bustle of the markets, and did consulting work supporting corporate counsel with select commodity cases.

Joining Morgan Stanley in 2004 granted her an opportunity to broaden her knowledge of the financial industry.

Donna finds being a Mom to her now 3 grown children to be life’s greatest joy. Recently she’s been blessed with grandchildren. She enjoys creating moments and memories with her family (including all the 4 legged ones) by travelling, exploring, having family get togethers, going for adventurous bike rides and long walks on the beach.

Pam fosters relationships of both new and existing clientele, accomplished by providing first class service predicated on a commitment to organize, prioritize and customize solutions. She is responsible for administrative management, proficient with retail investment products and trading, retirement and estate planning. Pam is focused on modernizing our client relationships with introductions to our digital capabilities.

Pam's industry experience spans 40 years, having worked for Merrill Lynch, Smith Barney, and UBS Financial Services. Pam holds a Bachelor of Science degree from Fairleigh Dickinson University.