The Brown Group - Merrill Lynch Financial Advisor

Financial Advisor, Merrill Lynch

The Brown Group

Global Wealth Management


1241 PITTSFORD-VICTOR ROAD
PITTSFORD, NY 14534

Phone: (585) 899-2531
Email:

Directions to Branch

PROFESSIONAL STAFF

585.263.4840 Private Wealth Advisor
585.263.6600 Private Wealth Advisor
585.263.6626 Senior Associate
585.263.6635 Registered Client Associate

PROFESSIONAL PROFILE

The Brown Group provides wealth management solutions to a broad range of clients including: Corporate Executives, Entrepreneurs, Affluent Families, and Professional Athletes. As one of the few Private Wealth accredited teams in the Northeast, we restrict our practice to work for a relatively small number of High Net Worth clients.

We offer access to one of the world's largest investment banks while delivering service comparable to that of a family office. Our team is one of the liaisons to the firm's investment banking teams, and have been involved in raising Private equity as well as Pre/post IPO planning.

We use a consultative, holistic approach in developing client strategies. Utilizing the Merrill Lynch open architecture platform enables us to identify money managers based on size and style specifics and peer performance, not limiting us to "in-house" management.
Our ultimate goal is to provide an unparalleled level of service to create an enduring family wealth management relationship.

Private Banking and Investment is an exclusive division of Merrill Lynch, where we as advisors concentrate on providing dedicated service to Ultra High Net Worth Clients.

Our function is akin to a small family office, where we work on Managing Concentrated Stock positions; Trust and Estate planning issues; and Investment Management through Tactical Asset Allocation and Risk Controls.

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Client Commitment

Our most deeply held principle at Merrill Lynch is that clients come first, and our team is proud to be part of that tradition. To help you meet your financial objectives and build your wealth, we first listen to your personal goals, and then offer effective approaches to achieve them. At Merrill Lynch, we have unparalleled resources that include planning expertise, investment strategies and state-of-the-art technology designed to streamline any financial picture. Let us put them to work for you.

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As a Merrill Lynch Financial Advisor, I bring the most powerful elements available to help clients achieve the life they envision. Learn more about why Merrill Lynch is right for you…

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Jim Goetz is registered to do business in: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Stephen Brown is registered to do business in: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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