Coty Brawdy, APMA®, CRPC®, CEPA®
Coty Brawdy is a Financial Consultant at Manning & Napier. Coty uses a team-based approach to address the various aspects of a client's relationship, utilizing a plethora of Manning & Napier resources to fulfill their objectives. Coty works with a select group of individuals/families, non-profit organizations, and small to mid-sized businesses. He started with the firm in 2023 and has seven years of industry experience, including four years as an advisor at Merrill Lynch and most recently, two years as a Vice President at Goldman Sachs.
Coty earned his BS from SUNY Fredonia and holds Series 7, 66, NYS Life, Accident, and Health licenses. In addition, Coty holds a Chartered Retirement Planning Counselor (CRPC®) certificate, an Accredited Portfolio Management Advisor (APMA®) certificate, as well as a Certified Exit Planning Advisor (CEPA®) certificate.
Schedule a Call with Coty