Thursday, 29 July 2021 13:34

Joseph K. Brady Named Insurance Planning Director

SARATOGA SPRINGS — Morgan Stanley announced that Joseph K. Brady, a Financial Advisor in the firm’s Saratoga Springs office has completed the Firm’s Insurance Accreditation Program and now holds the Insurance Planning Director (IPD) designation. Recipients of the IPD designation have demonstrated a commitment to, and understanding of, holistic goals-based wealth management planning through the incorporation of insurance solutions into their practice as a foundational component of risk management. Financial Advisors and Private Wealth Advisors who have achieved the Insurance Planning Director designation can work with clients and provide a higher standard of care around how liability management can be incorporated into their comprehensive wealth plan. 

Read 641 times

Blotter

  • Saratoga County Court Matthew J. Gifford, 31, of Saratoga Springs, was sentenced to 5 days incarceration and 5 years probation, after pleading to felony DWI, charged February 2024 in Saratoga Springs.  Kevin P. Masterson, 52, of Mechanicville, was sentenced to 6-1/2 years incarceration / 5 years post-release supervision, after pleading to criminal possession of a weapon in the second-degree, charged May 2023.  Shawn Flores, 45, of Milton, pleaded to criminal contempt in the first-degree, charged February 2024. Sentencing July 30.  Nicholas F. Bonfante, 44, of Halfmoon, pleaded to criminal sale of a controlled substance in the second-degree, a felony, charged…

Property Transactions

  • BALLSTON  Eastline Holdings LLC sold property at 1 Aspen Drive to Sateeshnvss and Srividya Gudipaty for $549,980 Adesh Budhraj sold property at 1 Larkin Road to Katz Excavating and Construction LLC for $65,000 CORINTH William and Robert Morgan sold property at 677 County Route 25 to Christin Guilder for $285,000 GALWAY Rita Werner and Erin Forlenza sold property at 1064 West Galway Road to Karen Crandall for $145,000 GREENFIELD Desolation Ventures Inc. sold property at 498 Lake Desolation Road to MW Real Estate Enterprises, LLC for $680,000 Justin Kelsey sold property at 519 North Creek Road to Scott and David…
  • NYPA
  • Saratoga County Chamber
  • BBB Accredited Business
  • Discover Saratoga
  • Saratoga Springs Downtown Business Association