James Brown Iii, Mba, Cltc

James Brown Iii, Mba, Cltc Email and Phone Number

Wealth Management Advisor | Helping Clients Build and Protect Generational Wealth | Connector @ First Financial Group
James Brown Iii, Mba, Cltc's Location
Washington DC-Baltimore Area, United States, United States
James Brown Iii, Mba, Cltc's Contact Details
About James Brown Iii, Mba, Cltc

I am a Wealth Management Advisor with over 20 years of experience in the Financial Services Industry. Originally from Smithfield, VA, I moved to Washington, DC to attend Howard University where I received my BBA in Finance. Upon graduation, I accepted a position with the Freddie Mac. In order to satisfy my desire to further my education, I decided to pursue my MBA. Two years later I returned to Howard University where I earned a MBA with a Concentration in Finance.Following the completion of my MBA, I accepted a position with PricewaterhouseCoopers in the Washington Federal Practice. I spent four years with PwC before joining Ernst & Young’s Government and Public Sector Practice. It was while working with these two companies that I had the opportunity to serve as a consultant to some of our country's largest government agencies and Fortune 500 companies.In May 2012, I decided that my educational background and passion to help others would be best utilized in the financial planning arena and joined Northwestern Mutual Wealth Management Company as a Financial Advisor. In this role, I help my clients and their families achieve financial security through a variety of planning strategies. I currently manage a book of business with over 400 clients across the United States. It is my mission to help my clients build, protect, and maintain generational wealth through strategic and tax efficient financial planning. Early in 2023, I joined First Financial Group, a boutique financial planning firm based in Bethesda, MD, that has been working with business owners, executives, and other professionals for over 40 years.To learn more about me and my Wealth Management Practice, visit my website: https://www.ffgadvisors.com/james-brown.Specialties: Wealth Management | Financial Planning | Retirement Strategies | Planning for Business Owners

James Brown Iii, Mba, Cltc's Current Company Details
First Financial Group

First Financial Group

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Wealth Management Advisor | Helping Clients Build and Protect Generational Wealth | Connector
James Brown Iii, Mba, Cltc Work Experience Details
  • First Financial Group
    Wealth Management Advisor
    First Financial Group Apr 2023 - Present
    Bethesda, Maryland, Us
    Registered Representative of and securities, investment advisory and financial planning services offered through MML Investors Services, LLC, Member SIPC. Supervisory Office: 7101 Wisconsin Ave, Suite 1200, Bethesda, MD 20814. (301) 907-9030. Licensed to sell insurance in Al, AZ, DC, FL, GA, IL, KS, LA, MA, MD, MI, MS, NC, NJ, NV, NY, OH, PA, RI, SC and TX. Licensed to sell securities in CA, DC, FL, GA, IL, LA, MD, MS, NC, NJ, NV, NY, OH, PA, RI, TX, UT, VA, SC and OR.
  • Northwestern Mutual
    Wealth Management Advisor
    Northwestern Mutual Dec 2020 - Apr 2023
    Milwaukee, Wi, Us
  • Northwestern Mutual
    Growth And Development Director
    Northwestern Mutual Aug 2020 - Apr 2023
    Milwaukee, Wi, Us
  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual Apr 2012 - Apr 2023
    Milwaukee, Wi, Us
    I help individuals achieve a more secure future for themselves, their families and businesses by providing a wide range of strategies and solutions to address their goals. Together, we create a financial plan that will serve your financial needs over a lifetime and for generations to come.
  • Ernst & Young
    Manager
    Ernst & Young Jul 2009 - Mar 2012
    London, Gb
  • Pricewaterhousecoopers
    Senior Associate
    Pricewaterhousecoopers Aug 2005 - Jun 2009
    Gb
  • Freddie Mac
    Mortgage Backed Securities Analyst
    Freddie Mac 2001 - 2003

James Brown Iii, Mba, Cltc Skills

Finance Financial Analysis Strategic Planning Portfolio Management Securities Corporate Finance Investments Risk Management Due Diligence Financial Modeling Mergers And Acquisitions Asset Management Financial Risk Asset Managment Project Management Process Improvement Financial Planning Insurance Sarbanes Oxley Act Analysis Banking Managerial Finance Mergers Valuation Strategic Financial Planning Retirement Planning Business Analysis Private Equity Business Process Improvement Disability Insurance Budgets Capital Markets Equities Financial Reporting Tax Series 7 Derivatives Business Planning Retirement

James Brown Iii, Mba, Cltc Education Details

  • Howard University
    Howard University
    Concentration In Finance
  • Howard University
    Howard University
    Finance

Frequently Asked Questions about James Brown Iii, Mba, Cltc

What company does James Brown Iii, Mba, Cltc work for?

James Brown Iii, Mba, Cltc works for First Financial Group

What is James Brown Iii, Mba, Cltc's role at the current company?

James Brown Iii, Mba, Cltc's current role is Wealth Management Advisor | Helping Clients Build and Protect Generational Wealth | Connector.

What is James Brown Iii, Mba, Cltc's email address?

James Brown Iii, Mba, Cltc's email address is ja****@****ual.com

What schools did James Brown Iii, Mba, Cltc attend?

James Brown Iii, Mba, Cltc attended Howard University, Howard University.

What skills is James Brown Iii, Mba, Cltc known for?

James Brown Iii, Mba, Cltc has skills like Finance, Financial Analysis, Strategic Planning, Portfolio Management, Securities, Corporate Finance, Investments, Risk Management, Due Diligence, Financial Modeling, Mergers And Acquisitions, Asset Management.

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