Chip Brownlee
Untangling Your Financial Plan - Edward Jones Financial Advisor | North Texas
- Role
- Financial Advisor at Edward Jones
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Chip Brownlee
Planning for your financial future can feel overwhelming, but it doesn\'t have to be. As a financial advisor with Edward Jones, my goal is to make financial advice clear, approachable and tailored to you. I proudly serve clients across North Dallas, Plano, Frisco, The Colony and Carrollton, with my office conveniently located near Grandscape, Willow Bend and The Shops at Legacy.I hold a Bachelor of Science degree from Texas Tech University and enjoy helping clients with retirement planning, college savings and investment strategies at every stage of life. I also believe in giving back. When I\'m not meeting with clients, you\'ll often find me volunteering with local nonprofits. I enjoy fishing, snow skiing and spending time with my family.With the strength of the Edward Jones team behind me, I have access to advanced tools and research to provide comprehensive wealth strategies. I also collaborate with CPAs, estate attorneys and other trusted professionals to ensure every aspect of your financial life works together seamlessly.Sue Killingsworth joined our team in 2024, filling the client support specialist role after transferring from another Edward Jones branch. Sue is an accomplished oil painter, teacher and art curator for discerning clientele. She has three grown children, two grandsons and a Havanese dog. Her interests are fitness, gardening, home projects and involvement in her church. Sue graduated from Baylor University and serves our clients with personalized attention to detail.Together, we are ready to help you achieve your financial goals. Please call or email today to begin the journey to your version of financial instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
May 2024 — Present · Dallas, TX, US
Education
Texas Tech University
Bachelor of Science - BS, Business/Corporate Communications
Skills
- Process Improvement
- Team Building
- Program Development
- Management
- Hipaa
- Research
- Team Leadership
- Teaching
- Customer Service
- Microsoft Office
- Public Relations
- Revenue Cycle
- Quality Improvement
- Powerpoint
- Microsoft Excel
- Physician Relations
- Healthcare
- Strategic Planning
- Elder Care
- Project Management
- Leadership
- Leadership Development
- Managed Care
- Recruiting
- Medicaid
- Emr
- Marketing Communications
- Event Planning
- Hospitals
- Human Resources
- Healthcare Information Technology
- Electronic Medical Record (Emr)
- Marketing
- Healthcare Management
- Budgets
- Medicare
- Public Speaking
- Nonprofits
- Budgeting
- Event Management
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