Financial Professional Steven Grady

Steven Grady

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Independent Financial Professional

About Steven



INTRODUCTION

Steve Grady is a financial advisor, through Money Concepts Capital Corp., and licensed insurance professional with Benefit Planning, Inc. (BPI) in Orlando, Florida. He has been with BPI, an organization that specializes in federal benefit planning for Civil Service Retirement System (CSRS) and Federal Employee Retirement System (FERS) employees, since 1997. Since joining BPI, Steve has committed himself to educating and training federal employees to assist them in understanding their federal benefits and retirement systems.  He has a full understanding of the various areas that affect the decisions and plans for federal employees in their working and retirement futures.

HISTORY

Born in New Jersey and raised in Florida, Steve graduated from the University of Central Florida in 1992. Upon graduation, Steve worked as a stock broker for Chatfield Dean & Co. before taking a position with New England Financial Group. It was there that he earned his securities, life, health and annuities licenses.

Steven’s father was an accountant, and he encouraged Steve as a young man to excel in math and finance. Steve became a financial advisor because he wanted to use his skills to help people reach their financial goals. In 1997, Steve broadened his client base when he began serving federal employees. Since that time, Steve has taken pride in his honesty, integrity and proficiency in helping clients understand the complexities of the federal market. 

FEDERAL MARKET

Steve provides educational seminars and training sessions to various government agencies in multiple states across the country. These agencies include the National Aeronautics and Space Administration (NASA), U.S. Army Corps of Engineers, U.S. Courts, Federal Aviation Administration (FAA), U.S. Marshals, Federal Bureau of Investigation (FBI), Social Security Administration (SSA), U.S. Department of Labor, Drug Enforcement Administration (DEA), Defender Services Office (DSO), U.S. Department of Veterans Affairs and many other federal agencies.

Benefit Planning, Inc. provides financial advice, financial planning and estate planning services to federal employees. Since joining BPI, Steve has developed an in-depth understanding of the federal benefits system, including Thrift Saving Plan (TSP), Social Security Benefits, Federal Employee Group Life Insurance (FEGLI), CSRS/FERS Annuity calculations, CSRS/FERS Survivor Benefits, sick leave calculations, military buy backs, CSRS Voluntary Contributions and deposits and re-deposits.

LICENSES HELD

  • Series 7- General Securities Representative Examination
  • Series 63- Uniform Securities Agent State Law Examination
  • Securities Licensed in FL, NM
  • Variable Life and Health Licensed in FL

ACTIVITIES AND INTERESTS

When he’s away from the office, Steve enjoys spending time with his wife Katherine and their children Ashley, Colleen and Danny. His hobbies include fishing, boating, camping and working out. 


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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Steven Grady is an independent contractor of Money Concepts

note: Benefit Planning, Inc is an independent firm and not affiliated with Money Concepts

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