Broker Check

Meet our Team

Meet our Team

Jeffrey J. Brown

Owner & Financial Consultant


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 joined Brown Advisory Group in 2021 and assists with client services as well as firm communications, including press inquiries.  She holds a Master’s Degree from Columbia University and has worked in both secondary education and communications for more than two decades.  In her free time, Hollie enjoys exercise & fitness, as well as time on Narraganset Bay on her Formula speed boat.

Abrielle Racine

Compliance Assistant


Abrielle, ("Abby") is from upstate New York and is a Finance major and Legal Studies minor at the Gabelli School of Business at Roger Williams University. She plans to subsequently attend law school and eventually practice law within the financial services industry. When she's not studying or assisting with firm policies and procedures, you might find her on the basketball court as Abby is also a student-athlete member of the women’s basketball team.

Prior to transferring to R.W.U. and becoming a Compliance Assistant at Brown Advisory Group, Abby was a member of the Business Honors Program at Mercy College. She has held internship positions at New York-based Community Bank, NA and at AMG Wealth in Stamford, CT.

Cara Daltwas

Finance & Marketing Assistant


Cara Daltwas grew up outside of Philadelphia, PA and is a highly motivated & articulate Finance and Marketing double major entering her Senior year at Providence College. At PC, she has worked as Community Manager at the school's Benjamin Family Social Media Fellowship, overseeing social media accounts for the Providence College's School of Business. Cara is also a student member of the Chartered Financial Analyst Society of Providence. Cara holds a Content Marketing certification from HubSpot Academy as well as Google Analytics Certification.  Cara enjoys yoga and during the Summer of 2024 will also help organize and administer East Bay Park Yoga, a Brown Advisory Group sponsored outdoor yoga program that holds outdoor classes in several waterfront communities in Rhode Island.

Chris McGarvey

Research Assistant


Chris McGarvey attended Shaker High School outside of Albany, NY where he was in the Business Club. Varsity Golfer and a Captain of the Varsity Swim Team. He is a student at Providence College majoring in Finance.  He holds a 3.93 G.P.A. Chris is also a Senior Analyst on the school's Student-Led Asset Management team, which manages a portion of the school's +$300 million endowment fund. Chris holds the Finance Accelerator certification from AmplifyME and the Bloomberg Market Concepts certification. He is on a track at Brown Advisory Group to obtain his investment advisor representative license over the Summer of 2024 and become a trading assistant.  Chris is an avid golfer and enjoys playing club golf at PC and exploring many area courses.