Isaac Brown
Ike Brown is a CERTIFIED FINANCIAL PLANNER® CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Ike has been with Merrill Lynch Wealth Management since October of 1994 where he holds the position of Associate Resident Director and Managing Director. He is a graduate of Jacksonville State University with a degree in Business Management. Mr. Brown assists clients in determining long-term financial goals and implementing their wealth planning strategies. In addition, he helps clients focus on estate planning issues and works with their advisors in developing their estate plan. Additional designations he has acquired include the Chartered Retirement Planning CounselorTM CRPCTM and Certified Plan Fiduciary Advisor® CPFATM designations. Ike has served as an adjunct professor at Kennesaw State University where he has taught various financial planning courses. Ike is very active in his community and serves on the local boards of the United Cerebral Palsy Center of East Alabama, Community Actors' Studio Theatre (CAST), and is a member and past president of the Rotary Club. Ike was appointed in 2009 by the Governor of Alabama to serve on the Alabama Holocaust Commission, and in 2013, he served as chairman of the Calhoun County American Cancer Society. He is also the current President of The Donoho School Board of Directors. In 2011, Ike received the prestigious Bank of America Corporation's David Brady Community Service Award*. This award recognizes up to ten Merrill employees nationwide each year for their high integrity, teamwork, business accomplishments and community service. Ike has also been named to the Forbes "Best-in-State Wealth Advisors" list, 2018, 2019, 2020, 2021, 2022, 2023 and 2024. Published annually Jan-April. Rankings based on data as of June 30 of prior year.* I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
\*Bank of America Corporation’s David Brady Community Service Award is named for David Brady, a Merrill financial advisor who died in the terrorist attacks of September 11, 2001. He was highly respected for putting the client first and giving back to his community. The award that bears his name was created in 2007 and seeks to honor individuals within Bank of America Corporation Global Wealth & Investment Management who continue to emulate David’s ethos.
*Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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