Jeffrey J. Brown established Brown Advisory Group, LLC in 2006 and has professional experience dating back to 1987 when he graduated from Bryant University and subsequently joining Starkweather & Shepley, Inc. where he was part of a unique pilot program to market financial services products and services. After a few short years, he developed a specialty in marketing and servicing supplemental retirement plans at many area hospitals.
In 1992, he had completed 20 hours of exams with the American College to become a Chartered Financial Consultant®. He used this advanced accreditation to begin working with small business retirement plans while he continued specializing in 403(b) retirement plans, including working with employees of Kent, St. Joseph, Newport and South Country Hospitals.
By 1999, he became a CERTIFIED FINANCIAL PLANNER™ practitioner and subsequently pursued his lifelong dream of having his own financial services practice, establishing Brown Financial Group. He subsequently established Brown Advisory Group, LLC as a independent Investment Advisory firm in 2006 and partnered with an investment broker/dealer that specialized in working with Independent Investment Advisors. Today, Triad Advisors, LLC, ranks as the Number 1 such firm for nine consecutive years.*
Jeff has taught Finance at the Executive Development Center at Bryant University, helping dozens of area Accountants and Attorneys become qualified to offer financial planning services and has led classes for the RI Bar Association on the dynamics of long-term care insurance in the estate planning process.
Additionally, he has served on the Advisory Board of FTJ Fundchoice, a $10 billion Registered Investment Advisory firm and as an Advisor for the Academy of Finance. In 2011, Jeff took up study of the pension crisis with the state of Rhode Island, subsequently leading several good government groups in providing powerful testimony on the need for public pension reform before the R.I. Senate & House Finance Committees.
Today, Jeff continues his personal and genuine approach to helping individuals and small business owners reach their investment objectives and goals using a myriad of strategies, concepts and techniques that he has acquired and refined over nearly 30 years.
*Investment Advisor Magazine