The Brody Team

Our Office

425 Market Street, Suite 1605
San Francisco, CA 94105
Fax: (415) 393-6133
info@brodywalsh.com

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Our Contact Information

William Brody
Financial Advisor

Phone: (415) 393-6159
wbrody@brodywalsh.com

David A. Brody
Financial Advisor

Phone: (415) 393-6159
dbrody@brodywalsh.com

Christopher P. Brody

Phone: (415) 393-6056
cbrody@brodywalsh.com

Yvonne Villegas

Phone: (415) 393-6223
yvillegas@brdywalsh.com

Our Team

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Phone: (415) 393-6159
wbrody@brodywalsh.com

William Brody, CLU®

Bill and wife, Mary, live in San Rafael, California, and have three children: David, Chris and Angie. He graduated from San Francisco State University with a degree in Marketing. He joined New York Life in June 1968 as an Agency Trainee, and signed his NYLIC contract on July 1, 1969.

Bill is a Life and Qualifying Member of the Million Dollar Round Table, having qualified every year since he started in 1969. He has consistently qualified for the Chairman's Council of New York Life, with over 25 years of membership. Chairman's Council reflects recognition by New York Life for very high level of production. He became a Chartered Life Underwriter in 1973.

The Brody family has been associated with New York Life over three generations. Bill’s father, Arthur P. Brody, retired after 30 years, and David Brody, CLU has been with the company since 2000. Chris Brody joined in 2003. Both achieved membership in NYLIC’s Executive Council in 2012, reflecting high levels of production. Among the three of them they have over 94 years of affiliation with New York Life.

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Phone: (415) 393-6159
dbrody@brodywalsh.com

David A. Brody, CLU®
Financial Advisor

Dave joined Brody, Walsh & Brody in 2000, and became the third generation of Brody’s to join the family business of financial professionals. As a Financial Adviser with Eagle Strategies, LLC, Dave works with successful business owners and families to create financial strategies for wealth creation, business and family protection, estate preservation and retirement planning. Clients engage the Brody, Walsh & Brody process to crystallize their financial objectives, help them to take action and to provide ongoing monitoring of their progress.

Dave holds a degree in business from the University of Arizona, and has earned a Chartered Life Underwriter (CLU®) designation from The American College, Bryn Mawr, PA. He has qualified for New York Life’s President’s Council in 2008 and 2010, and has served as past President of the National Association of Insurance and Financial Advisors of San Francisco.

Active in his community, Dave coaches youth baseball and basketball, is a past board member of the Marin YMCA, is an organizer of the Rob Paoli Memorial Basketball Tournament and a proud business sponsor of the Dixie School District Can Do! Foundation. Dave and his wife, Jenn, have two children and live in San Rafael, CA.

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Phone: (415) 393-6056
cbrody@brodywalsh.com

Christopher P. Brody

Chris and his wife, Ashleigh, live in San Rafael, California and have one child. He graduated from California State University, Chico with a degree in Communications.

He previously worked for LucasArts Entertainment, Company in Marin County before joining his father, Bill, and brother, David, at New York Life in 2003. He has qualified for New York LIfe's Executive Council for more than five years and is currently taking advanced course work and training in estate and insurance planning.

Chris is proud to be a third generation agent for New York Life, often calling upon clients who his grandfather first sold policies to over 50 years ago. He works mostly with young families but has gained valuable experience from working with his father as well.

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Phone: (415) 393-6223
yvillegas@brodywalsh.com

Yvonne Villegas

Yvonne is the office manager for the firm, responsible for smooth operation of the day-today business and seeing that clients get what they need, when they need it. Yvonne joined Brody Walsh & Brody in 1991, and has over 21 years of experience in the areas of processmanagement, customer service, benefits and insurance. Yvonne manages the underwriting and service processes for clients, and supervises all administrative operations within the company. She has been an active member of the National Notary Association since 1997.

Yvonne is a third generation native San Franciscan, and resides in the city with her husband Miguel.

The Million Dollar Round Table, the Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Our Alliances

The Nautilus Group®

The Nautilus Group®

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, William Brody works hand-in-hand with Nautilus professionals experienced in taxes, law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.

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Eagle Strategies, LLC

Eagle Strategies, LLC

Through Eagle Strategies, William Brody provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life.

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Ash Brokerage

Ash Brokerage

Ash Brokerage is a privately-owned family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities. Our affiliation with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.

The Nautilus Group® is an exclusive resource accessible to Member Agents working with affluent, high net worth and business owner clients. Nautilus provides a range of consultative services and technical case design to support its Member Agents in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients’ advisors in these key areas: Family Protection, Estate and Legacy Planning, Business Succession and Exit Planning, Executive Benefits, and Philanthropy.

Since every client has unique requirements, The Nautilus Group® staff and its Member Agents employ an individualized case development strategy, working on a team basis with the clients’ professional advisors.

Member Agents of The Nautilus Group®, through their expertise and commitment to this team approach, can provide resources, services and solutions that help their clients work with their own professional advisors to attain clarity on their financial situation and also help achieve their business and estate planning objectives.

This consultative process fosters an understanding between the client, the Nautilus Member Agent, and the client’s circle of advisors. Working hand in hand with the Nautilus staff, Member Agents present their clients with state-of-the-art planning strategies and customized case analyses designed to meet the clients’ complex objectives. The one-on-one case design process used by Nautilus is tailored to the unique requirements of each client, achieving a better understanding of the complex needs and goals of each individual.

The Nautilus Group® is located in Dallas, TX and is staffed by an elite team of professionals experienced in law, taxation, accounting, business, insurance, finance and philanthropic planning. This team provides dedicated support for Nautilus Member Agents, an elite group of experienced insurance and financial industry leaders, firmly committed to a team planning concept.

The Nautilus Group® is a service of New York Life Insurance Company. Neither The Nautilus Group®, its member agents, nor its staff provide tax, legal or accounting advice. Clients are urged to seek the advice of their own professional advisors before implementing any planning strategies.

Our Planning Resource

 

Eagle Strategies LLC

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