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Brady James-Woolace

Client Service Manager

Brady James-Woolace strives to serve his clients by addressing all concerns or needs they may have in the operations of their accounts, and in transacting daily business.

Brady, who is originally from Kansas City, Missouri, lived in Orlando, Florida where he worked as a licensed Brokerage Service Specialist with Charles Schwab. Through that role, Brady was able to obtain his Series 7, Series 63, and Series 9 licenses as he spent his time assisting Schwab clients with daily activities and operations in their accounts.

Outside of work, Brady enjoys spending time with his wife and 3-year-old daughter exploring the outdoors and staying active. Brady also loves to attend live sporting events and sampling all the different local food options that are available wherever he is.

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Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

Monthly Recap – June 2025

Monthly Recap – June 2025

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June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

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Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

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