Brad Brown, Financial Advisor located in Geneva, IL

Financial Advisor
Brad Brown

CFP®, AAMS®, CRPC™
2631 Williamsburg Ave Ste 302, Geneva, IL 60134opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Charitable Giving
  • Employee Stock Options
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Aviation
  • Community Outreach

Team Members

  • Mary Peters
    Sr. Branch Office Administrator
    FPQP®
  • Katelyn Cook
    Branch Office Administrator
  • Linda Mulholland
    Sr. Branch Office Administrator
  • Amy Henry
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(630) 938-7605

Fax

(844) 720-1015

Office Address

2631 Williamsburg Ave Ste 302
Geneva, IL 60134opens in a new window

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