Lamont Brown

Senior Advisor at Odyssey Capital Advisors

Role: Senior Advisor at Odyssey Capital Advisors
Location: Philadelphia, PA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Senior Advisor
Odyssey Capital Advisors
Apr 2018 — Present
PARTNERS IN YOUR FINANCIAL JOURNEYThe changing seasons of life. Obstacles both foretold and unexpected. Adventures that press your courage and present opportunity to triumph. As your future unfolds and the pages of your epic fill with experiences, how you have prepared yourself to meet these financial challenges will determine where your story leads. Let us serve as your independent guide and confidant to help you along the way.OUR MISSION IS TO EARN YOUR TRUSTOdyssey Capital Advisors is an independent investment advisory firm that provides fee-based investment management and financial planning advice. Professionals, Corporate Executives and Small Business Owners across the country partner with us on their financial journeys. Our mission is to develop and grow a lifelong advisory relationship with you. The foundation of that relationship is trust.FINANCIAL PLANNING FOCUSED ON YOUR LIFEEarning your trust means everything to us. We value people, not transactions. Because the financial decisions you make will have a wide-ranging impact on the quality of your life, it is vital that you have confidence in your advisory team and our motivations. To this end we pledge to conduct ourselves in a manner consistent with the highest standards of integrity, honesty and transparency.

Education

Fox School of Business at Temple University
Bachelor of Business Administration (B.B.A.)
1996 — 2001

Skills

Wealth Management
Business Development
Investment Advisory
Financial Services
401k
Risk Management
Financial Planning
Asset Allocation
Strategic Planning
Equities
Retirement Planning
Fixed Annuities
Financial Analysis
Portfolio Management
Asset Management
Retirement
Life Insurance
Strategic Financial Planning
Investments
Disability Insurance
Mutual Funds
Policy
Leadership
Finance
Insurance
Small Business
Employee Benefits
Series 7
Securities
Investment Strategies
Financial Advisory

Contact information

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Work email
•••••@odysseyadvice.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Odyssey Capital Advisors

Financial Services · 8 employees · Founded 2018 · Bala-Cynwyd, Pennsylvania, United States

Odyssey Capital Advisors is an independent investment advisory firm that provides fee-based investment management and financial planning advice. Our mission is to develop and grow a lifelong advisory relationship with you. The foundation of that relationship is trust. This page is a publication of Odyssey Capital Advisors Inc, a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All investments and investment strategies have the potential for profit or loss. A professional adviser should be consulted before making any investment decisions. All expressions of opinion reflect the judgment of the authors as of the date of the post and are subject to change. We are not responsible for comments made by third parties. Content should not be viewed as an offer to buy or sell any of the securities mentioned, as personalized financial advice, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed a specific benchmark. Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services, or products found on websites linked to posts.

odysseyadvice.com

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Experience

Senior Advisor

Education

Fox School of Business at Temple University

Skills

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