Melody Brady, MBA, CFP®, ChFC®
CUSO Financial Services, L.P.* at UFCU
Lakeline, Teravista, and Whitestone
-Plans are what turn dreams into goals.
Melody Brady is a CFS* financial advisor and CERTIFIED FINANCIAL PLANNERTM professional. She works with Members to help build comprehensive, customized financial plans to better prepare them for now and future life events. Her holistic approach includes assistance with retirement planning, wealth transfer strategies, tax-efficient investing, long-term care planning, wealth and asset protection, socially responsible investing, and more.
Working hand in hand with UFCU Members, Melody develops strategies to give them the confidence to retire and enjoy the next stage in their lives.
Melody received her MBA at South University and Bachelor of Science in Business Administration with a concentration in Finance at California State University at Northridge. She lives in Austin with her husband, Matt, and three dogs – Jellybean, Beau, and Sam. She enjoys the many attractions that the Austin area provides.
Get to Know Melody
What was your favorite TV show growing up?
“Rugrats, or maybe Full House. It depends on how far back we’re going.”
If you could meet anyone, living or dead, who would it be?
What is the number one item on your bucket list?