John Brow
John joined the La Jolla, California office of Merrill Lynch Wealth Management in 2013. After completing his BS in Pharmaceutical Sciences at the University of Connecticut, he considered attending Medical School before ultimately moving across the country to pursue the career he was most passionate about: personal wealth management. John has been able to successfully grow his practice by remaining true to values instilled in him by his grandparents since a young age - "Work hard" and "Be a good person."
John’s approach to wealth management is both collaborative and consultative. His passion as an advisor is to educate while developing deep and meaningful relationships with clients. John believes that by educating clients, they will be empowered to not only implement the best financial decisions available today, but remain committed to those strategies over the long-term. By acknowledging the reality of peoples’ emotional attachment to money, we are able to proactively identify and avoid the potential pitfalls it can create. John takes immense pride in delivering exceptional service, communication, and accessibility to his clients. He gains great satisfaction in helping people pursue and accomplish what is most important to them on both a personal and financial level.
In addition to the time spent with family and clients, John makes time to be a part of his community. Having lost his father to cancer, he has become a passionate contributor of multiple fundraising efforts in Southern California. He is also an enthusiastic participant of environmental cleanup efforts in the San Diego area. In his free time, John enjoys cooking, reading, travelling and staying active: skiing, golf, beach volleyball, and yoga.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
