Stephen Grady III
Palisades Hudson Financial Group, a wealth management and financial planning firm, has promoted Stephen Grady III of Marietta to financial planning manager. He was a financial planning assistant.
He is responsible for training and coordinating the firm's financial planning assistants. He also works in all areas of client service, including tax-return preparation, investments and financial planning.
Before joiningPalisades Hudson in 2012, Grady was an assistant vice president and assistant branch manager at Patriot National Bank.
A magna cum laude graduate of Mercy College, he holds a bachelor of science in business administration management.Grady lives in Marietta’s West Cobb neighborhood.
Palisades Hudson Financial Group is a fee-only financial planning firm and investment manager with more than $1.3 billion under management. Besides Atlanta, it has offices in Austin, Texas; Stamford, Connecticut; Fort Lauderdale, Florida; and Portland, Oregon.It offers financial planning, wealth management, and tax services. Its Entertainment and Sports Team serves entertainers and professional athletes.