AUSTIN BRADY

CLIENT SERVICES ASSOCIATE

Peterson, Austin - bio pic blue_edited.j

Austin is responsible for providing proactive, concierge-level client services and operational functions for our high-net-worth clients and Wealth Advisors. His role includes on-boarding clients, facilitating money movement requests, ad hoc client projects, and coordinating client review preparation. 

Experience:

  • Client Services Associate & Operations, Womack Wealth Management, Inc., Manhattan Beach, CA

  • Private Wealth Associate, Merrill Lynch Private Banking & Investment Group, Newport Beach, CA

  • Operations, Merrill Lynch Private Banking & Investment Group, Century City, CA

Interests:

Austin currently resides in Torrance, California. In his free time he enjoys piano, guitar, baseball, football, hockey, and traveling.