Edward O’Grady, CFP®, ChFC®
603-668-2303 ext. 205
Additional Designations and Licenses: Series 7, Series 63 and 66
Education: Southern New Hampshire University, B.S. Business Studies
I was blessed as a young child to have parents who emphasized the importance of responsible money management. Even today, I fondly remember having a discussion with my mother and father at the age of 10 about investing my $100 birthday check into mutual funds so I could grow my “nest egg.” This interest blossomed into adulthood as I first spent time interning under my father, who was a CFP®. I then independently ventured into working for a prominent investment firm.
Thus far, I have worn several hats in my financial career, including trading support and stock plan administration consulting. As an advisor, I was recently assigned to 401k plans providing plan participants with guidance on retirement/income planning, asset allocation, and overall investment solutions.
I am thrilled to be part of Brophy Wealth Management, LLC, where I can continue pursuing my passion for holistic financial planning. I am truly thankful to work for a company where the number one priority is the client's needs and their family. I have never envisioned anyone’s portfolio balance as simply digits on a screen but as years of hard work that were sacrificed in order to earn them. It’s remarkably fulfilling to partner with an organization that holds the same values. I look forward to building relationships with our clients and ultimately guiding them towards achieving their definition of financial success.