Jeff Brown has extensive financial planning experience as an independent financial professional for over 30 years. He attended Bryant University and soon thereafter began handling service and enrollment of retirement accounts at several area R.I. hospitals. In 1994, he completed the ten-course Chartered Financial Consultant® program through the American College.
Jeff has been a CERTIFIED FINANCIAL PLANNER™ professional for over 20 years and has taught Financial Planning at Bryant University's Executive Development Center. Jeff established Brown Advisory Group, LLC, a Registered Investment Advisor in 2006 and has been in the same business location at East Bay Office Park in East Providence for more than 15 years. He is uniquely affiliated with Triad Advisors, LLC, a FINRA broker/dealer that helps Jeff serve the unique needs of his clients including access to investment banking products, including primary and secondary offerings from Ladenburg Thalmann.
Jeff is also a trained yoga instructor and is trained in personal coaching through the Baptiste Institute. He takes pride in his unique approach integrating financial wellness into each individuals' approach to personal growth, happiness & self-actualization, combining this training with his familiarity with Behavioral Finance to help clients live a happy, productive and financially successful life.
Finally, Jeff also holds credentialed as an Accredited Investment Fiduciary™ representing training and understanding of all aspects of his fiduciary duty to advisory clients. In summary, Jeff Brown has the education, training, experience, credentials and independent business model to help you achieve total financial success!