Braden Maher

WORK HISTORY

EDUCATION

ABOUT BRADEN MAHER

As a Wealth Advisor at Clearwater Capital Partners, I am focused on delivering thoughtful, high-touch financial guidance to individuals and families. I graduated Cum Laude from Miami University in May 2024 with a Bachelor of Science in Finance and a minor in Sports Leadership and Management. During my time at Miami University, I was actively involved in Farmer School of Business organizations, participated in intramural sports, and held leadership roles within the Alpha Chapter of Sigma Chi Fraternity. I entered the financial services industry with experience spanning logistics, insurance, and telehealth device monitoring. Across these roles, I developed a strong appreciation for client service and the meaningful impact of trusted guidance on individuals and organizations. I joined Clearwater Capital Partners in the firm’s operations department and intentionally rotated through every department to gain a comprehensive understanding of the business. This experience led me to spearhead a firm-wide internal process improvement initiative, in which I revamped workflows, restructured systems, and trained team members on software enhancements to improve efficiency and service delivery for both clients and internal teams. Committed to professional growth, I completed the AWMA® (Accredited Wealth Management Advisor℠) certification program in 2024 and earned my advisory license by passing the FINRA (Financial Industry Regulatory Authority) Series 65 exam. As a Wealth Advisor, I am passionate about providing white glove service and transparent, life-changing financial guidance. My lifelong love of sports has naturally led me to want to work with professional and collegiate athletes, a group I believe deserves proactive advocacy and education in an industry that often underserves or exploits them. Outside of work, I love spending time outdoors and being active. This passion began before college when I achieved the rank of Eagle Scout. I enjoy attending Chicago sporting events, concerts, playing softball, and spending time on the lake.I look forward to connecting with you! DISCLOSURE: Investment Advice offered through Clearwater Capital Partners a Registered Investment Advisor.