D. Clarke Browne
Clarke has worked in the financial services industry since 2008 and joined Merrill Lynch Wealth Management in 2013. He focuses his practice on helping corporate executives, business owners, wealthy families and offering access to fiduciary services for corporate retirement plans. His process starts with building a comprehensive financial strategy based on a personal balance sheet and cash flow analysis. He then works with his clients to build customized investment strategies designed to maximize the pursuit of their financial goals, while carefully weighing returns and risks. Clients can expect regular reviews to assess the impact of market fluctuations and changes in their lives and the how these may impact the pursuit of their goals. Clarke believes this is a relationship based business and enjoys creating life long relationships.
Clarke earned his bachelor's degree in history from Augsburg College and MBA from Montreat College. Clarke holds the Certified Investment Management Analyst® certification and Certified Private Wealth Advisor® certification. Both are administered by the Investments & Wealth Institute™. The CIMA® was taught in conjunction with The Wharton School at the University of Pennsylvania and the CPWA® was taught in conjunction with The University of Chicago Booth School of Business.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
