William Braddy Email & Phone Number
Senior Wealth Advisor and Head of the Nashville Office @ Parkwoods Wealth Partners
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William Braddy Location
- Nashville, TN, US
William Braddy Work
- 2025 -now Senior Wealth Advisor and Head of the Nashville Office @
- 2014 -2025 Senior Wealth Advisor @ Kraft Asset Management, LLC
- 2006 -2014 SVP- Private Client Advisor and City Executive @
- 2000 -2006 SVP @
- 1994 -2000 SVP @
William Braddy Education
- Retirement Plan Academy/ National Association of Plan Advisors
Certified Plan Fiduciary Advisor
2019-2019 - Exit Planning Institute
Certified Exit Planniing Advisor (CEPA)
2017-2017 - College for Financial Planning
Certified Financial Planner (CFP) (Financial Planning and Services)
- Campbell University
Bachelor of Business Administration (BBA) (Trust)
- Campbell University
Master of Business Administration (MBA) (Finance and Trust)
- Campbell University
William Braddy Skills
- Wealth Management
- Investment Management
- Investment Advisory
- Asset Allocation
- Alternative Investments
- Wealth Management Services
- Banking
- Portfolio Management
- Series 7
- Mutual Funds
- High Net Worth Individuals
- Wealth
- Asset Management
- Investments
- Equities
- Retirement Planning
- Investment Strategies
- Private Banking
- Financial Risk
- Strategic Financial Planning
- Financial Advisory
- Estate Planning
- Financial Structuring
- Trust Services
- Fixed Income
- Hedge Funds
- Series 63
- Securities
William Braddy Summary
- William Braddy, based in Nashville, TN, US, is currently a Senior Wealth Advisor and Head of the Nashville Office at Parkwoods Wealth Partners, LLC. William Braddy brings experience from previous roles at Kraft Asset Management, LLC, U.S. Trust, First Citizens Bank and Wells Fargo. William Braddy holds a 2019 - 2019 Certified Plan Fiduciary Advisor @ Retirement Plan Academy/ National Association of Plan Advisors. With a robust skill set that includes Wealth Management, Investment Management, Investment Advisory, Asset Allocation, Alternative Investments and more. William Braddy has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Parkwoods Wealth Partners Employees
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Portland, ME, US
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Charlotte, NC, US
Kayla Matthews
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Indianapolis, IN, US
April Mueller
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Syracuse, NY, US
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