Brady Raanes, CFA, CFP®, CMT

Director of investment strategy, roca

FINANCIAL ADVISOR, RJFS

Brady serves as Director of Investment Strategy and Financial Advisor within ROCA.  Brady and his wife Christen have two sons, Manny and Beni.  In their spare time they enjoy boating, traveling and watching the boys compete in high school sports at Purvis High School. 

Brady entered the investment industry in 1997 working part-time with his parents Duane and JoAnn at A.G. Edwards.  After graduating college in 2003, Brady joined the practice as a Financial Advisor and the family formed the Raanes Financial Team.  A graduate of the University of Southern Mississippi, Brady earned his degree in Finance.  He attained his CERTIFIED FINANCIAL PLANNER™ designation in 2006, Charted Financial Analyst designation in 2010 and Chartered Market Technician designation in 2017.  His role in the practice is to educate clients on their asset allocation and oversee the asset allocation and investment decisions for discretionarily managed portfolios.

Brady was recognized by Forbes Magazine in 2019 as a Next-Gen Best In State Wealth Advisor.  Brady has served as the President of the Pinebelt Foundation, the Purvis Basketball Booster Club and attends Temple Baptist Church.

SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Out of 6,389 advisors considered, 1,489 made the final list in 2019. For more information see www.SHOOKresearch.com.