Chad Brown,
Vice President, Wealth Management Advisor
Since 2012 when Chad joined Merrill, he has brought commitment, compassion, and trust to every aspect of his work with his clients. Employing an outcome-based approach to investments for affluent families and business owners, Chad develops financial strategies using risk appropriate portfolio construction, elements of trusts and estates, home financing through Bank of America, N.A., personal liability management, and insurance for wealth creation and intergenerational transfer. Chad is committed to helping clients meet their long term goals, and understanding the fundamental importance of planning, and has earned the CERTIFIED FINANCIAL PLANNER™ certification.
Chad graduated from the University of Notre Dame in 1988 and owned a business for over 15 years before joining Merrill. Outside of work, Chad enjoys hiking, tennis and travel with his wife, Fran. A native of Minnesota, Chad has three children and lives in Boston, Massachusetts.
*NMLS ID 1044872
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.
