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Cassidy Brady, JD, LL.M
Wealth Planning & Strategy Associate
(501) 377-2275
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We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.
We are a family-owned financial services firm that values client relationships, long-term stability, and supporting the communities where we live and work.
The idea of family defines our culture, because each of us knows that our reputation is on the line as if our own name was on the door.
Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.
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Stephens is proud to sponsor the PGA TOUR, LPGA Tour, and PGA TOUR Champions careers, as well as applaud the philanthropic endeavors, of our Brand Ambassadors.
Stephens is the official investment banking partner of Williams Racing, one of the most winning teams in F1 history. We share that tradition of success.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
Wealth Planning & Strategy Associate
Cassidy Brady offers estate and tax planning guidance to Stephens’ financial advisors and investment clients, working closely with attorneys and accountants to implement wealth transfer strategies for high-net-worth families.
Prior to joining Stephens, Cassidy worked in public accounting, where she focused on wealth transfer strategies and estate and gift tax planning as part of a client’s overall financial plan. Her experience provides a strong foundation in navigating the technical aspects of estate and tax planning.
Cassidy graduated summa cum laude from the University of Arkansas at Little Rock with a Bachelor of Arts in Spanish and magna cum laude from the University of Arkansas at Little Rock William H. Bowen School of Law with a Juris Doctor. She further specialized in U.S. tax law by earning a Master of Laws (LL.M.) in Taxation from the University of Florida Levin College of Law.
Cassidy draws on her background to collaborate effectively with advisors and help clients develop and implement comprehensive estate and tax strategies.