Mark R Brown

Mark R Brown Email and Phone Number

Resident Manager, Senior Vice President, Financial Advisor, Portfolio Management Director @ Morgan Stanley Wealth Management
Duluth, MN, US
Mark R Brown's Location
Greater Duluth Area, United States
Mark R Brown's Contact Details

Mark R Brown personal email

About Mark R Brown

Mark is a Financial Advisor and Resident Manager of the Morgan Stanley Branch office in Duluth, MN. Mark has over two decades of experience in wealth management working with private clients, trusts, nonprofit organizations and corporate retirement plans. Financial Planning, Estate Strategies, Sustainable Investing and Professional Portfolio Management are the foundation of his practice.As a Portfolio Management Director at Morgan Stanley, Mark researches, designs and implements a portfolio that is client specific in allocating, security selection and risk. Mark holds the Series 66 Combined Investment Advisory Agent and Uniform State Exam, the Series 7 General Securities Representative, the Series 9 and 10 Securities Supervision licenses. Mark is registered in 33 states. Mark is a past Board President for the Lake Superior Zoo, the Arrowhead Chapter of Ducks Unlimited and continues to be active in the Girl's Hockey in the Northland. A product of the University of Minnesota Duluth and Broward College Fort Lauderdale Florida. Outdoor sports, adventure and cooking are passions. Mark lives with his wife Carrie and their loyal yellow lab Hartley in the city of Duluth.

Mark R Brown's Current Company Details
Morgan Stanley Wealth Management

Morgan Stanley Wealth Management

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Resident Manager, Senior Vice President, Financial Advisor, Portfolio Management Director
Duluth, MN, US
Mark R Brown Work Experience Details
  • Morgan Stanley Wealth Management
    Resident Manager, Senior Vice President, Financial Advisor, Portfolio Management Director
    Morgan Stanley Wealth Management
    Duluth, Mn, Us
    View
  • Morgan Stanley Wealth Management
    Resident Manager, Senior Vice President, Financial Advisor, Portfolio Management Director
    Morgan Stanley Wealth Management Feb 2012 - Present
    11 East Superior Street, Suite 580, Duluth, Mn 55802
    Custom Portfolio ManagementRetirement PlanningDefined Benefit PlansFinancial Planning© 2022 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morgan stanley.com/ADV or from your Financial Advisor.Asset Allocation does not assure a profit or protect against loss in declining financial markets.NMLS#: 533374
    View
  • Merrill Lynch
    Assistant Vice President
    Merrill Lynch Aug 2000 - Feb 2012
    Duluth, Minnesota Area, United States
    Financial Advisor
    View
  • Upper Lakes Foods
    Account Specialist
    Upper Lakes Foods Jul 1987 - Aug 2000
    Cloquet Mn
    Restaurant Consultant, Sales
  • Bluefin Bay On Lake Superior
    General Manager
    Bluefin Bay On Lake Superior Mar 1983 - Apr 1987
    Tofte Mn.
    Resort Manager overseeing all service aspects and operations including lodging, Restaurants, Bars, Gift Shop and activities.
  • Grandmas Restaurant Company
    General Manager, Flame Restaurant
    Grandmas Restaurant Company Jun 1978 - Jan 1983
    Canal Park, Duluth Mn.
    Overseeing all service aspects and departments including front and back of house and lounge.

Frequently Asked Questions about Mark R Brown

What company does Mark R Brown work for?

Mark R Brown works for Morgan Stanley Wealth Management

What is Mark R Brown's role at the current company?

Mark R Brown's current role is Resident Manager, Senior Vice President, Financial Advisor, Portfolio Management Director.

What is Mark R Brown's email address?

Mark R Brown's email address is ma****@****ail.com

What are some of Mark R Brown's interests?

Mark R Brown has interest in Family, Hunting Dogs, Cooking, Enjoys, Running, The Outdoors.

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