Brian K. Brown, Senior Vice President, joined the firm in 2006 as a Wealth Manager. Brian is the senior manager in the Atlanta office serving clients throughout the southeast. He has over 30 years of experience working with clients helping them craft unique solutions to protect and grow their assets. Prior to joining the firm, Brian co-founded an investment firm specializing in small and mid-capitalization stocks and was a strategic consultant to the office of the chairman for a publicly-traded commercial bank. He received a BA from California State University, San Francisco and has been awarded the Certified Financial Planner designation.
“Throughout my career I’ve worked closely with clients, their families and their existing advisors to build customized wealth management plans that can help them achieve their goals. Central to this effort is developing an in-depth understanding of their life priorities, including income, charitable giving and wealth transfer goals. This is a collaborative exercise that involves the clients themselves and, when appropriate, current advisors as well as professionals from our Investment Strategy Group and trust company.”
—Brian K. Brown, Wealth Manager