Our Future

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In 1999, Kathleen Hom joined Brody, Walsh & Brody, working closely with David Walsh and his clients. Kathleen was an Associate Financial Adviser at that time, and held, and still holds her Series 7, 66 and Life Licenses. Kathleen has spent much of her career building rapport with David’s clients. In 2012, she became David’s successor agent to provide continuity to his client base. Kathleen is now a Financial Adviser with Eagle Strategies, LLC, as well as an active member of the Brody Walsh & Brody Firm.

In 2000 and 2003, Bill Brody’s sons, Dave and Chris joined Brody, Walsh & Brody, 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 New York Life 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 planning with their clients, and has used that same model for our own firm. It is important to have a plan in place to span several more generations both for the success of our firm and most importantly for the success of our clients.


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February 26, 2021 @ 09:37 AM

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