Pat Brown, Mba Email & Phone Number

Lawrence, Kansas, United States

I am thrilled to begin my journey at Creative Planning, where I will be focusing on comprehensive financial planning and wealth management to support both individuals and high-net-worth clients. With access to industry-leading resources, I help clients build, protect, and transfer wealth in a way that aligns with their goals. Alongside this, I remain.

Lawrence, KS

Medicare-Planning.com is a small boutique insurance agency focused on Medicare Planning. We work with seniors turning 65 to help and guide them through the Medicare maze. There are many options available for seniors 65 an older in regards to various Parts, and Plans of Medicare, let Medicare-Planning.com help you choose the best option for you. If you are.

Lawrence, Kansas Area

Abram Brown Notary is a professional Mobile Notary Public and Loan document signing Service Company, servicing all of Kansas. Let me do the traveling to your home, business or other meeting place at a time that fits your busy schedule! Abram Brown Notary was established in 2012, by Patrick Brown. Abram Brown Notary is a division of Abram Brown Financial.

Lawrence, Kansas Area

As Director of Risk management, I have over 18 years of investment and insurance planning expertise that I provide to the Edmonds Duncan team. Prior to receiving my MBA, I attended the University of Kansas, where I was a 3 year starter and a team captain for the Jayhawks Football program. I began my investment career at American Century, Smith Barney.

Lawrence, Kansas Area

Abram Brown Financial Consultants, LLC is an efficient and transparent wealth management firm. They provide diversified, investment management services that include growth and value equities, style blend and fixed income services to institutional, high net worth and retail clients. Additionally, they provide, investment planning, retirement planning.

• Activities to determine a client’s investor profile, financial resources objectives, time horizon and preferences
• Providing advice and guidance to clients on investment and related wealth management strategies
• Recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences;
• Appropriate recommendations across the “Total Merrill” product and services platform, based on client’s needs and preferences
• Prospecting meetings and activities to develop new client relationships and identify qualified leads
• Planning and management of resources (time, people, budget) to run a productive practice, on both a day-to-day and longer-term plan

Developed and cultivate my own client base. Prospected and serviced clients business.· Analyzed investment opportunities and client needs, and recommended appropriate strategies.· Built client relationships based upon developing strategies to their financial goals through the use of financial planning and wealth management.· Marketed and sold appropriate.

• Maintain a deep disciplinary knowledge of American Century Investments and American Century Brokerage products, services, policies and procedures, financial industry information and tax implications.
• Actively listen, ask probing questions and act upon the stated and unstated needs of my clients.
• Engage investors in mutually beneficial conversations in order to acquire new assets/accounts to support the growth of my practice.
• Proactively seeks to cross-sell products and services to promote other business areas.
• Efficiently meet the needs of my clients by achieving or exceeding productivity measurements for the business.
• Works autonomously and is reliable.

Bgs, Communications

Activities and Societies: • 3 year Letterman for Football • Recipient of JayHawk Scholar-Athlete Award 1996,1997,1998 and 1999 • Elected.

Mba, Business

Education record