In 2000 and 2003, Bill Brody’s sons, Dave and Chris joined Brody, Walsh & Brody (BWB), creating the third generation of Brody's in the business. Bill’s father, Art, had been an original founder of Brody, Walsh & Brody. Dave is a Financial Adviser with Eagle Strategies LLC and holds his Series 7, 66 and Life License, as well as a CLU designation. Chris is an Agent with New York Life and holds his Series 6, 63 and Life Licenses. Both Dave and Chris are also active members of the Brody Walsh & Brody Firm.
Dave, Chris and Kathleen have spent their years at BWB building their own practices, while integrating themselves with the firm and firm’s clientele. Each has gone through extensive training and studying to advance their careers.
Brody, Walsh & Brody discusses legacy and business succession strategy with their clients, and has used that same model for our own firm. It is important to have a strategy in place to span several more generations both for the success of our firm and most importantly for the success of our clients.
