Matthew J. Brady is a thirty-two-year industry veteran and founder of Ocean Pointe Wealth Services Group in Ponte Vedra Beach, Florida. He assists a limited number of families with asset management, liability management and wealth preservation strategies. Matt is fully securities registered, insurance licensed and able to provide access to lending services available through Fidelity. Matt is glad to work with his client's accountants, tax advisors and/or lawyers to help them reach their financial goals.
Matt has lived in the Jacksonville area since 1980. He attended The Jacksonville Bolles School and Jacksonville University where he earned his B.S. in Business Administration and Finance. Matt also enjoyed four full years as a member of the Jacksonville University Baseball team. He and his wife Kathy have two boys: Kyle and Connor. The family enjoys, travel, boating, snow skiing, golf and a variety of youth sports where Matt often assumes an active coaching role. He is a visible member in the community, he often volunteers with many local foundations and charities.
Matthew Brady, President
Chris Lein, Branch Manager and Investment Officer for Ocean Pointe, began his career in 2003 as a Financial Advisor with Morgan Stanley before moving to Wells Fargo Advisors in 2006. He has been providing wealth management and retirement planning advice to individuals, families, and business owners for the past 15 years.
Chris has been active in the Mandarin Sports Association as well as the Julington Creek Baseball League in recent years, as well as coaching with the Eagles View Academy and the Mandarin High School baseball teams.
Chris holds a B.S. in Economics from the College of Staten Island, as well as an A.A. in Business from Valencia Community College. He is a Registered Financial Advisor (series 63 & 65), holds a series 7 registration as well as a series 9 & 10 (Supervisory) and is licensed in Life Insurance, Health Insurance, and Variable Annuities.
Before joining the financial industry, Chris was involved with professional baseball since 1979 as a player, pitching coach and major league scout for the New York Yankees, Pittsburgh Pirates and the Baltimore Orioles.
Chris and his wife Torree reside in Mandarin and enjoy keeping up with the exploits of two sons, Dakota and Jackson.
Chris Lein, Branch Manager
Kit Grouzard-Leiato, Senior Client Associate
Before joining Ocean Pointe, Kit was at Wells Fargo Advisors Financial Network starting in 2018, and began her career in 1994 at Merrill Lynch. A true asset, Kit handles the administrative responsibilities on the team. Often the first point of contact, Kit focuses on providing clients with the highest level of service with attention to detail & an exceptional client service commitment. She is knowledgeable in all facets of financial products and services and assists clients with administrative needs they may have. Kit regularly volunteers at “The Players Championship” which is the most significant charitable event in our community.