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.

More information is online at www.palisadeshudson.com. Follow the firm on Twitter, LinkedIn, Facebook and Instagram.