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Brown
Bobby Brown

620 S Main St

Bountiful

UT

84010

Professions

Wealth Advisor

About Me
Workshops Offered

Allocation & Modern Portfolio Theory
Exploring Your Options for a Quality Retirement
Getting Fiscally Fit
Financial Blunders
Getting Your Financial House in Order
Social Security Explained
Investment Concerns in a Fragile Market
Strategies for a Sustainable Income in Retirement
Understanding 401k Rollovers
Financial Behavior

Have over 15+ years of service in the financial industry. Previously to working with individual clients and businesses, I was an equities trader for two firms in
New York City and spent 6 years in the accounting field.

I made the switch from Wall Street to Main Street because of my desire to help people that are traditionally ignored by the financial services industry. I was one of those individuals ignored early in my working career and I never want people to feel how I felt that day. I love teaching and empowering people on financial literacy.

801-663-9925

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