View in portrait for best experience

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.

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

T is for Tariffs

T is for Tariffs

November 20, 2024

That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as ...

One Week Later…

One Week Later…

November 13, 2024

Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an ...

Reinventing the Gap Year:  Stories from the Trenches 

Reinventing the Gap Year:  Stories from the Trenches 

November 11, 2024

Download the PDF here Today’s teenagers face tremendous pressure. Before the first bell rings freshman...

Monthly Recap – October 2024

Monthly Recap – October 2024

November 8, 2024

Monthly Observations Final Quarter Starts on a Weak Footing Third quarter upward momentum in risk mark...

VIEW ALL ARTICLES

Let’s make every moment count together…