Meet our Team

Schedule A Free Introductory Consultation

Jeff Brown has been an independent financial professional for more than 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 retirement planning and investment advice. 

He is also certified in behavioral finance and is trained in personal coaching through the Baptiste Institute and has participated in empowerment training programs with Tony Robbins. Combined with his study, training and certification as a yoga instructor, Jeff provides a unique perspective on personal finance and investing by integrating personal coaching techniques and several of the ancient limbs, i.e. principles of life with modern-day Behavioral Finance, i.e.'BeFi'.  BeFi is an evolving area of personal finance and investing that includes powerful research that suggests individuals' behavioral biases adversely affect long-term investment returns.

Jeff's approach includes helping clients ultimately achieve a higher level of self-content, while reducing potential stress that may be associated with personal finance and investing.  He believes this approach ultimately helps clients lead more active & personally content, financially successful lives.

Joseph, 'Jay' Morris performs general office, concierge & personal assistant duties at Brown Advisory Group, while also working in a shared capacity at East Bay Office Park for Dr. Patrick Conley, assisting with the Board of Directors of the R.I. Heritage Hall of Fame.  A Rhode Island native, Jay holds an undergraduate degree in Communications from Rhode Island College. 

Courtney serves as Director of Marketing at Brown Advisory Group, where she leads the development and execution of marketing strategies designed to strengthen the firm’s brand, connect with its audiences, and support synergies between financial wellness and personal well-being. With a background spanning digital strategy, content marketing, advertising, and campaign management, she brings both creative thinking and a results-driven approach to her work. Courtney is especially passionate about turning complex ideas into clear, compelling messages - and creating marketing that is not only polished, but purposeful.  Courtney enjoys time with her husband and two sons, is an active reader and writer (she is working on publishing her first book) and is involved with a number of community initiatives in her hometown of Seekonk, MA. 

Jillian is a part-time employee and Public Relations Intern working under the direction of Courtney Moody. She also assists with client services. She is a senior at the University of Rhode Island and will be graduating in Spring of 2027. Jillian handles the firm's financial and personal wellness initiatives for both Brown Advisory Group and Ocean State Park Yoga & Wellness. She is a kind, polite soul who worked in her family business before joining us.  In her spare time, Jillian loves to sew and enjoys her Audi convertible that was left to her by her grandfather.

Sofia joined us 2024 as an accounting and finance intern from the University of Rhode Island.  As Client Service Coordinator and Accounting Assistant, Sofia supports the firm's financial planning services and accounting operations by assisting with all aspects of data input and management, client services and portfolio accounting/recordkeeping, financial reporting, and day-to-day accounting functions. Sofia has continued to expand her experience and support of our firm, joining us full-time upon graduating from URI a semester early in 2025 with degrees in finance and accounting.  She graduated with the highest academic distinction. 

Sofia has held three accounting internships is currently pursuing CPA licensure to further develop her experience and better serve the firm's clients.  She has a agoal of eventually working at KPMG, one of the world’s largest accounting firms. Sofia enjoys playing the acoustic guitar, spending time with friends and family, running and international travel.  Born in Greece, she has traveled to ten countries in 2026!