Financial planning is the perfect combination of art, science, and altruism.
Brady Wright
Brady Wright is a Financial Planning Associate who joined Golden Road Advisors full-time in January of 2024 after a successful summer internship and completing his undergraduate studies. He holds a BS in Business Administration, Finance, and a minor in Wealth Management from the University of Florida’s Warrington College of Business and is currently on the path to becoming a CFP®️ Professional.
Brady works directly with Jeff and Kevin to enhance the firm’s offering to clients. His mission is to help them become more proactive in their interactions, assist with financial plan implementation, and deepen client relationships while fulfilling the CFP®️ experience requirements.
Like many in the financial planning profession, Brady took a circuitous path to this role. He discovered his passion for finance while immersed in college. Then, he began looking at careers in finance and realized that financial planning would allow him to nurture his interests while positively impacting people’s lives. At that time, the University of Florida was launching its wealth management minor, so Brady began taking classes and loved them!
What Brady likes most about financial planning is that it is both an art and a science. Most financial roles focus on data analysis and pursuing profits. In contrast, in wealth management, you can engage with clients on a personal level and structure strategic plans around people, families, and the values most important to their legacy.
Originally from Rockford, IL, Brady moved to Florida to study at the University of Florida. He is happy to be in Tampa and looks forward to becoming involved in the community.
A. I work out, play basketball, attend concerts, and follow Gator athletics.
A. My mom. She has always been willing to make sacrifices and do what is best for the people she loves.
A. I am most excited to meet and be able to have a positive impact on families while helping them reach their goals and aspirations.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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Golden Road Advisors LLC (“Golden Road Advisors”) is a Registered Investment Advisor (“RIA”), located in the State of Florida. Golden Road Advisors provides investment advisory and related services for clients nationally. Golden Road Advisors will maintain all applicable registration and licenses as required by the various states in which Golden Road Advisors conducts business, as applicable. Golden Road Advisors renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
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