About Stephen J. Brady
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 (2019-2026)
2019-2026 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2019-2026). 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
Securities Agent: TX, CA, WA, UT, PA, NV, IL, CO, RI, SC, OK, NY, NH, MA, AZ, VT, NM, ME, KY, OH, IN, AL, TN, NJ, WI, NC, MD, CT, VA, MN, MI, DE, WY, GA, FL; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1406597
