Broker Check

Meet our Team

Meet our Team

Jeffrey J. Brown

Owner & Financial Advisor


Jeff Brown has extensive financial planning experience as an independent financial professional for over 30 years.  He has taught Financial Planning at Bryant University's Executive Development Center, is an Accredited Investment Fiduciary® and has been a CERTIFIED FINANCIAL PLANNER™ professional since 1999. In 2006, he established Brown Advisory Group, LLC as an independent Registered Investment Advisor firm focused on providing consultative, fiduciary-level financial planning advice. To this day, Jeff uniquely provides both one-time and ongoing retainer-based financial planning services and consultations and does not require that customers invest through his firm in order to receive his retirement and financial planning advice.  He has had the same business location for over 20 years. 

Jeff is certified in behavioral finance and is trained in personal coaching through the Baptiste Institute. He has also participated in empowerment training programs with Tony Robbins. Combined with his unique training and certification as a yoga instructor, Jeff takes great pride in his unique approach to financial planning as Jeff integrates personal coaching techniques with several of the ancient limbs, i.e. principles of life with modern-day behavioral finance, an evolving area of personal finance that includes research that suggests individuals' behavioral biases adversely affect long-term investment returns.

Jeff's approach to financial wellness empowers clients to ultimately achieve a higher level of self-content and personal happiness while ideally reducing stress associated with their personal finances and investing.  Jeff believes his approach ultimately helps his clients lead more active & content financially successful lives!

Hollie Dias

Client Communications

Hollie Dias handles client and firm communications.  She holds a Master’s Degree from Columbia University.

Theresa Lovelace

Advisor Support Representative

Thomas Kelly

Advisor Support Representative