Alfred B. "Trey" Brady III - Managing Director

In December 2000, Trey joined the firm as Senior Vice President and Executive Planner of Stavis Margolis Advisory Services, Inc. He has served as a financial advisor to executives and retirees since 1989. As an officer of Stavis Margolis, Trey is directly responsible for developing and maintaining client relationships primarily consisting of executives and retirees from Fortune 100 corporations, including sizeable client bases in both Exxon-Mobil and Royal Dutch-Shell.

Prior to joining Stavis Margolis, Trey served as a financial consultant at CIGNA Financial Advisors, which later became part of the Lincoln Financial Group. While at CIGNA/Lincoln, he earned top distinctions among Lincoln’s 2500 planners. Trey also was awarded membership to Lincoln’s Chairman’s Council, Resource Group, and Top of the Council. Prior to joining CIGNA, he served as a management consultant for the big six firm Ernst and Young. Most recently, Trey has been awarded membership in FSC Securities Presidents Elite Group, which consists of the company's top 100 representatives nationally. In addition, Trey has held numerous retirement planning workshops for Fortune 500 company employees.

Trey graduated from the University of Texas with a BA in economics and from Tulane University with a MBA, with concentrations in accounting and finance.

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