Brady Neujahr, CFP®
Client Relationship Associates play an important role in the R.M. Davis experience. As an integral part of the professional team working on your behalf, they work in concert with the Client Advisor on all operational matters to ensure you receive high quality client service and support. In addition to taking your calls, Client Relationship Associates are working behind the scenes as the liaison with the custodian of your assets as well as communicating with your other advisors (attorneys, accountants, etc.) to create a seamless client experience. They bring industry knowledge, skills and experience which enable them to solve complex administrative problems and prepare financial planning documents.
Brady grew up in Yarmouth and now lives in Portland with his wife, Claire, and their daughter, Lucy. Outside of work, Brady enjoys spending time with family and friends, going to the beach, and golfing.
Work Experience
- Joined R.M. Davis in 2020
- Hub International New England, LLC, Investment Assistant
- Penobscot Financial Advisors, Intern
Education
- University of Southern Maine, B.A. in Political Science
- Carleton College, Northfield, MN
Memberships
- Certified Financial Planner Board of Standards, Inc.
Community Involvement
- Preble Street Kitchen, volunteer
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.