Chad Brown Headshot Image
Chad Brown
,
Vice President, Wealth Management Advisor
101 Derby St Suite 100
Hingham, MA 02043
781.741.5269
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

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

About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chad Brown is registered to do business in AZ, CA, CO, CT, FL, IL, IN, MA, ME, MN, NH, NJ, NM, NY, PA, RI, SC, TX.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.