William H. Braddy III, CFP®, CEPA

Wealth Advisor


William H. Braddy III, CFP®, CEPA is a wealth advisor with Kraft Asset Management, LLC (KAM). KAM provides investment advisory and wealth management services to individuals, estates, trusts, private foundations, LLCs, FLPs and retirement plans.

Prior to joining KAM, William was a senior vice president and private client advisor with U.S. Trust Bank of America in Nashville where he oversaw all private banking activities in Tennessee. He has more than 20 years of experience in wealth management, and he specializes in working with high-net-worth individuals and families.

Certifications

CERTIFIED FINANCIAL PLANNER™ Professional
Financial Industry Regulatory Authority (FINRA) Series 66 License
Financial Industry Regulatory Authority (FINRA) Series 7 License
Life Insurance License
Certified Exit Planning Advisor

Professional and Community Service

Lead Charter School, board member
Boy Scouts of Middle Tennessee, board member
Rotary Club of Nashville
Leadership Nashville
Leadership Music
Former board member for the Tennessee Performing Arts Center (TPAC)
Former board member for the Nashville Symphony
Former board member for the Watkins School of Art, Design and Film

Education

B.S., Business Administration, Campbell University
MBA, Finance & Trust, Campbell University and University of North Carolina
CFP®, College for Financial Planning