Onboarding of New Advisory Team Expands EverSource Presence to the Northwest
Contact: Ed Hart, Director of Marketing and Business Development, ehart@eversourcewa.com
EverSource Wealth Advisors® welcomes the team of veteran advisor Kevin Grady, CFP®, CKA®, CLU®, ChFC®, operating as Grady Financial Network, based in Spokane Valley, Washington.
Grady announced the move to the EverSource platform, saying, “We are committed to offering the best to our clients, and this transition equips us to better serve them with excellence.”
A Birmingham-based RIA, EverSource now manages $2B+ in total assets, providing advisors with regulatory compliance, proprietary technology, and investment oversight. EverSource serves advisors across the United States in the South, Mid-Atlantic, Midwest, Southwest, Mountain West, and now in the Northwest.
Grady Financial Network believes in listening to, educating, and involving clients in the financial planning process and empowering people in their efforts to accumulate wealth, leave a legacy, and enjoy life by defining “how much is enough.” Services include financial planning, investments, risk management, and legacy planning.
A graduate of the University of Washington, Kevin has worked as a financial advisor for more than 20 years. He has also served his local community in numerous roles, including executive leadership with the Coeur d’Alene Estate Planning Council, the Investment Committee for the Innovia Foundation, and the advisory board of the local Adult & Teen Challenge program. He is an active member and sponsor of Team Blaze Spokane Triathlon Club where he trains and participates in various distances of triathlons.
Kevin’s wife, Sue Grady, is also a member of the Grady Financial team, serving as director of client service.
Ed Hart, EverSource director of marketing and business development, says, “We’re very excited to expand the EverSource footprint into the Pacific Northwest with the addition of Kevin and Sue Grady, bringing additional capabilities and investment solutions, particularly in the area of values-based investing.”
About EverSource Wealth Advisors
Launched in 2017, EverSource was created to offer a distinctive culture and business model that moves advisors and their clients to planning and investing with values-based impact. Advisors affiliated with EverSource have access to a broad range of institutional-quality public and private funds for serving high-net-worth and institutional clients.