What sets Charles Brown apart from other financial advisors? In a word, experience.
For more than a decade, Charles was a derivatives trader on Wall Street. Every day for 11 years, Charles traded more than 30 financial markets around the world. That intense exposure has given him a comprehensive understanding of financial markets, how they interact, and how they impact investors.
Consumers will come across a variety of financial advisors who believe they can deliver the best financial outcomes. Some use third-party money managers to handle their clients’ wealth. Others are doing little more than following conventional wisdom. As an independent financial advisor, Charles relies on his deep knowledge of global financial markets acquired from years working at the center of the financial universe. With this background, Charles develops an investment strategy designed to help client’s reach their financial goals.
A sound investment strategy is important, but being a financial advisor is about more than investing. As a CERTIFIED FINANCIAL PLANNER™, Charles works with clients on broad financial planning. He also has access to a wide network of specialists who help coordinate tax, insurance and estate planning. All the while, client service is a top priority, and Charles prides himself on his deep knowledge of each client’s’ financial situation. Charles believes that accessibility and accountability are the cornerstones of a positive client experience.
With a diverse background in the financial markets and an emphasis on broad financial planning, Charles Brown is positioned to be your Trusted Advisor.
Charles Brown is a CERTIFIED FINANCIAL PLANNER™ and portfolio manager at M.Brown Financial Advisors in Naperville, Illinois. M. Brown Financial Advisors consists of five advisors and three support staff. Combined assets under management is over $225 million. The focus of the firm is to provide sophisticated investment management, financial planning and insurance services.