Skip to main content
Krista Brady

Krista Brady

Licensed Financial Planner / Admin Specialist

Talent
Brewster, Town of Southeast, PutnamMember since February 5, 2026
·

Hire this person

Send a job offer directly to this candidate

About

I’m passionate about helping people protect and preserve their wealth for generations to come. I love helping people get the protection they need based on their goals and objectives for whatever life brings them. With prior experience in having helped homebuyers and sellers, as well as having served as a key staff ADMINISTRATIVE OFFICE SPECIALIST in Real Estate, I continuously leverage my ability to simplify complex concepts so clients can make informed choices.

My focus is on building and growing relationships rooted in trust, clarity, and actionable guidance—whether it’s planning for retirement, protecting loved ones, or building long-term wealth. I love skiing, reading, watching documentaries, and all faith-focused podcasts and other activities. I'm also an avid animal lover, especially cats.

I've rescued 4 of them, all who enjoy being part of our family.

Experience

The Parallel Partnership of The Broker Group - Licensed Financial Planner

WILLIAM RAVEIS REAL ESTATE, MORTGAGE & INSURANCE - Regional Transaction Coordinator

STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION - Administrative Assistant to Senior Director, NYC Run and Climb Events

HOULIHAN LAWRENCE, INC - Administrative Assistant/Marketing Coordinator

DOUGLAS ELLIMAN REAL ESTATE - Administrative Assistant

Education

Life Accident and Health License: New York State Department of Financial Services - Issued Nov 2025 · Expires Nov 2027

Master of Science in Publishing: Pace University - New York, NY. Graduated Summa Cum Laude

Reviews