Financial Advice that Makes the Complex Simple.
Brady’s experience in the financial planning industry dates back to 2001 when he started his own practice. Now at Carson, Brady is a Wealth Planner on the Carson Private Client team.
He continues to strive for growth by focusing on business owners and clients who are intentional about elevating others. He enjoys asking his clients thought-provoking questions so he can better understand what drives them and help them reach their goals.
Brady holds several designations including CERTIFIED FINANCIAL PLANNER™, Certified Exit Planner™, and Certified Private Wealth Advisor®, an advanced certification for financial advisors who work with high-net-worth clients. He also proudly holds a Chartered Advisor in Philanthropy® designation, which promotes collaboration through a multidisciplinary approach and serves to bring out the giving nature in people.
Brady serves as a board member of the Society of Financial Service Professionals and the Vice Chair of the Omaha Venture Group, which serves local non-profits and has a mission to develop young professionals passionate about community giving.
Brady graduated from the University of Nebraska at Lincoln in 1999 with a Bachelor of Science degree in finance. Outside of work, you can find Brady and his partner, Natalie, traveling to a beach whenever possible. They feel truly blessed to enjoy supporting their 13-year-old daughter Kennady in all that she does.
Brady Marlow is not registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.
Best piece of financial advice you received:
“Save once now or twice later”
“A conductor’s true greatness is measured by her ability to bring out the best in others.”
“Extremely Loud & Incredibly Close” by Jonathan Safran Foer
Favorite movie or TV show:
“The Pursuit of Happyness” – I cry every time.
What motivates you:
Innovation – the thought of what is possible
Something on your bucket list:
Travel to space
It was my most painful and slowest time. I wanted to quit every step of the way, but I finished.