The Brown Jolly Group
For more than thirty years, members of The Brown Jolly Group have proudly served the wealth management needs of a select group of clients. As a multigenerational team, we recognize how to support our clients throughout every stage of their lives. Many of these individuals, businesses and endowments are led by busy professionals and entrepreneurs who have demanding lives and frequently lack the time to research, develop and regularly review their financial strategy.
We begin our consultative process by developing a strong understanding of our clients’ personal and financial needs. Asking detailed questions helps us create a roadmap of where they are today, where they want to go, and what investment vehicles can help get them there in a realistic and comfortable timeframe.
Our collective wisdom has been developed over decades of working through all types of economic environments and market cycles. We use this experience to help our clients focus on the proper stewardship of their family or businesses’ wealth while not allowing short-term market distractions to influence our decision making and planning process. Additionally, we have the ability to offer our clients investment options that they may not have access to as individual investors.
Our goal is to be a financial resource for every phase of our clients’ lives—today and in the future.
You live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That's why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, we can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.
CFP®, CIMA®, CPFA™
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.
