• Saratoga Business Report
Friday, 30 July 2021 17:50

Joseph K. Brady Named Insurance Planning Director

Written by Saratoga TODAY
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SARATOGA SPRINGS — Morgan Stanley announced that Joseph K. Brady, a Financial Advisor in the firm’s Saratoga Springs office has completed the Firm’s Insurance Accreditation Program and now holds the Insurance Planning Director (IPD) designation.

Recipients of the IPD designation have demonstrated a commitment to, and understanding of, holistic goals-based wealth management planning through the incorporation of insurance solutions into their practice as a foundational component of risk management. Financial Advisors and Private Wealth Advisors who have achieved the Insurance Planning Director designation can work with clients and provide a higher standard of care around how liability management can be incorporated into their comprehensive wealth plan. 

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