Melody Brady, MBA, CFP®, ChFC®

Melody Brady, MBA, CFP®, ChFC®

Financial Advisor
CUSO Financial Services, LP at UFCU

—Plans are what turn dreams into goals.

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Profile

Melody Brady is a CFS* financial advisor and CERTIFIED FINANCIAL PLANNER™ professional. She works with Members to help build comprehensive, customized financial plans to better prepare them for now and future life events. Her holistic approach includes assistance with retirement planning, wealth transfer strategies, tax-efficient investing, long-term care planning, wealth and asset protection, socially responsible investing, and more.

Working hand in hand with UFCU Members, Melody develops strategies to give them the confidence to retire and enjoy the next stage in their lives.

Melody received her MBA at South University and Bachelor of Science in Business Administration with a concentration in Finance at California State University at Northridge. She lives in Austin with her husband, Matt, and three dogs – Jellybean, Beau, and Sam.  She enjoys the many attractions that the Austin area provides.

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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Phone (512) 977-7920