Elizabeth Eileen Brown

PROFESSIONAL PROFILE

After a 30 year career in commercial, private banking & community involvement, Elizabeth, a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., a CERTIFIED DIVORCE FINANCIAL ANALYST^TM a designation awarded by the Institute for Divorce Financial Analysts, and a CSNA (Certified Special Needs Advisor) established her own practice through Merrill Lynch.

Working with her clients, their famillies & philanthropists over the past 30 years, Elizabeth long-admired the laser-focused, entrepreneurial drive they applied toward reaching the goals they perceived to be most important. It’s this 'drive' that encouraged Elizabeth to form her own, distinct practice where she consistently applies a discipline with her clients that concentrates on building and managing financial strategies that help them preserve and grow the wealth their lifelong efforts have accumulated, remain on track to achieve their unique goals, & leave the lasting legacy they desire.

Personal and professional experience has further equipped Elizabeth to focus on the needs of our aging population. special need community members, and those facing marital discord. She partners closely with a network of community professionals to construct a team aligned cohesively to best serve the customized needs of each of these individuals.

Often found to be the 'caregivers', Elizabeth's practice is naturally focuses on serving the needs of women as they envision their 'second act' in life whether through widowhood, divorce or job change.

Elizabeth's clients benefit as she leads them through a disciplined wealth management process where she and her clients together construct solutions that protect and grow the wealth they’ve accumulated while effectively managing risk.

In choosing to affiliate her practice with Merrill Lynch, Elizabeth carefully researched platforms that would best allow
her to consistently deliver effective solutions to her clients.

The combination of Merrill Lynch and Bank of America arms Elizabeth with world-class resources and access to the thought leadership and innovative thinking of some of the most respected market analysts and strategists in the industry.