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Jennifer Brown
Business Name:
Brown Investment Management, A Prosperitas Financial Company
Business Description:
As a comprehensive financial services company, we help our clients plan for their future through our customized financial planning strategies. Our advice aims to help our clients to improve everything from their day-to-day finances to retirement planning; investment planning to estate strategies; and insurance to tax strategies.
How Business Creates Value:
Delegating financial management frees our clients to focus on their own areas of interest and provides them with great peace of mind. They feel better knowing they have a sound plan to accomplish their goals, ongoing support for reaching them, and that if something unexpected happens, they have somewhere to turn. Constructing a fully integrated financial plan is a process and involves several steps. Each one is important, and all must be coordinated if your financial plan is to succeed. At Brown Investment Management, we will guide you through each step and help you to clearly define your goals. With this plan, we will be able to assist you in developing a strategy for your financial future, one that is designed to meet your specific goals and objectives.
How Member Creates Value:
Brown Investment Management helps our clients build wealth beginning with addressing cash management, then risk management, short and long term saving levels, then planning for an estate. We engage in an extensive fact finding dialogue regarding our client’s financial and non-financial issues. We then analyze and prioritize, with our clients, based on their values and goals. The most important step is the first step…..setting an appointment.

Who I Am

Jennifer is the President of Brown Investment Management, a registered investment advisory firm. Jennifer also is the Founder of The Investor Card, LLC. Through her entrepreneurial spirit, she continues to focus on innovative ways to help investors facilitate their financial lives. She received a Bachelor of Arts degree at University of South Florida in Tampa. Jennifer spent 9 years on the charitable executive committee for Run for Her, which helped raise funding and awareness for ovarian cancer. After successfully creating a financially sound charitable organization, Cedar Sinai Hospital took over the reigns of Run For Her. Jennifer enjoys spending time with her family and friends. She has an adult step-son and baby boy, both whom she enjoys immensely. Some of her outdoor activities include hiking and biking. Whether it is in her RV or crossing the globe, traveling is a passion of hers. She enjoys taking agility classes with her dog, Murphy Brown. Jennifer is proud to be a member and friend of the LGBT community.

WHO I’M LOOKING FOR

Clientele that share in the realization that by coordinating and managing today’s financial decisions they can seek to achieve or potentially exceed their goals for tomorrow. They are individuals and businesses of all income and wealth levels who seek advice and expect excellence and have made a firm commitment to pursue it themselves. Our clients seek out our professional advice and enable us to manage their financial affairs on a daily basis. This helps to simplify their lives and allows them to focus on other aspects of their lives. They are willing to enter into a long-term relationship that is mutually beneficial. They are highly motivated to work with a financial professional. Common goals our clients are typically looking to: Retire and feel secure Enjoy retirement with minimal or without financial concerns Educate children or grandchildren Be able to cope financially in the event of a disability Not to be a financial burden to family as they age Work with a trusted advisor Philanthropic interests

Credentials

  • Chartered Retirement Planning CounselorSM - CRPC®
  • Life Insurance Agent 0E33473

Languages

  • English