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Meet Jeff Brown

Jeffrey J. Brown



Jeff Brown established Brown Advisory Group, LLC in 2006 and has financial services experience dating back to 1987 when he graduated from Bryant University.  He subsequently joined Starkweather & Shepley, Inc. as part of a unique pilot program that one of the largest financial services companies in the U.S. had designed to market financial services products and services through leading independent insurance agencies.  He knew this would be an exceptional opportunity to support his long-term goal of working in financial planning.  After just a few short years, he had begun specializing in marketing and servicing supplemental retirement plans, i.e. 403(b) accounts at several area hospitals.

In 1994, he had completed ten courses and 20 hours of exams to become a Chartered Financial Consultant®, a degree conferred by the American College and then begin working with small business owners while continuing to specialize in the 403(b) marketplace. At that time he also became the exclusive representative of a similar program available to priests and lay employees of the Catholic Diocese of Providence.

By 1999, he had became a CERTIFIED FINANCIAL PLANNER™ practitioner and subsequently pursued his lifelong dream of operating 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 Triad Advisors, Inc., an investment broker/dealer that specializes in working with independent Investment Advisor firms.

During his career, Jeff has taught Finance at the Executive Development Center at Bryant University and has led classes for the RI Bar Association on the dynamics of long-term care insurance in the estate planning process.

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 more than 30 years.