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Partner + Private Wealth Advisor
Bob Brown has more than 30 years of experience in financial and investment advising. For the last 10 years, Bob has been a senior financial advisor with Chase Investments and Vice President/Client Advisor at J. P. Morgan Securities. Bob started his career in financial services in 1983 at Merrill Lynch, where he helped families and business clients plan and manage their financial needs. He lives in Gretna with his daughter Madelaine.
A word from Bob:
“I believe a great client experience is built on a foundation of trust and confidence. My job revolves around educating clients and providing exceptional service. I work hand in hand with clients to assess their financial needs and develop a plan to help work towards their financial goals, whether it’s setting up 401K, SEP or IRA plans, personal trusts, or handling brokerage and managed investment accounts.”