Advisor profile


My approach

Oliver Brady - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Oliver Brady - My approach photo

Areas of focus

  • Wealth Preservation Strategies
  • Employee Stock Options
  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Interests

Spending time with my family is most important.

I also enjoy playing golf and play weekly in a league during the summer.

I love to travel especially to Asia and Europe.

Community participation

Rotary Club, Warwick, RI

The House of Hope

Irish Coastal Club

The Ancient Order of Hibernians

The M.A.E Foundation

Community College of Rhode Island Foundation Board

Awards & recognition

  • Five Star Wealth Manager, 2020

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.