Melody Brady, MBA, CFP®, AAMS®

Melody Brady, MBA, CFP®, AAMS®

Investment Coordinator
CUSO Financial Services, LP at UFCU

—When our clients need something, they know they can talk to Melody.

BrokerCheck

Check the background of this investment professional on FINRA's BrokerCheck.

Profile

Melody is the team coordinator for Mark Spirk and also our ad hoc office superhero. She helps to manage the client experience from the word go. Whether she’s opening accounts, fielding questions, or just being proactive and reaching out to make sure everything is ok, Melody does it all. She joined UFCU after working for a competing firm in 2014 and when she came on board, we added an irreplaceable member to our team. She is a well of talent and a natural coordinator of people, projects, and calendars.

Melody is originally from Los Angeles (a Lakers fan, but we forgive her) and has been in Austin for the last 5 years. A Cal State Northridge graduate with a bachelor’s degree in Finance, she holds an MBA from South University, and carries the Accredited Asset Management Specialist (AAMS®) designation. A dog lover, she has two fur babies named Beau and Jelly Bean, both of whom are rescue animals. When she’s not in the office earning fantastic reviews from clients, Melody likes to spend time outdoors hiking and playing with her dogs.

Get to Know Melody

What was your favorite TV show growing up?
“Rugrats, or maybe Full House. It depends on how far back we’re going.”

If you could meet anyone, living or dead, who would it be?
“Elvis.”

What is the number one item on your bucket list?
“Bungee jumping.”

 


* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS does not provide tax or legal advice. For such guidance, please consult a tax and/or legal advisor.

Phone (512) 977-7920