Richard Brown
Executive Director, Senior Fiduciary Strategist at Wells Fargo Wealth and Investment Management
- Role
- Senior Fiduciary Strategist at Wells Fargo
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Richard Brown
Senior Fiduciary Strategist and Executive Director within Wells Fargo Bank’s Wealth & Investment Management division. I work with clients to integrate fiduciary and investment knowledge into each client’s custom wealth plan in order to help grow and preserve assets, while working toward the client’s overall wealth management goals.Prior to joining the Colorado team, I was a regional fiduciary manager in Portland, Oregon, a fiduciary advisory specialist in Denver, Colorado and a trust administrator in the Long Beach, California, at Wells Fargo Bank. I have been in the financial services industry for more than 19 years.I’ve earned a Master’s in Business Administration from Regis University, a Juris Doctorate from Creighton University School of Law (not currently practicing), and a Bachelor’s Degree in Business Administration from Creighton University. I hold the Certified Trust and Fiduciary Advisor (CTFA) professional designation.I am proud to support the local Front Range community and serve on the board of directors for the Denver Chamber of Commerce Leadership Foundation.I live in Denver with my wife and daughters. In my free time, I enjoy traveling with family and competing in and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedThe Private Bank is an experience level for qualifying clients of Wells Fargo Wealth & Investment Management (WIM). WIM offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A, Member FDIC.Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Senior Fiduciary Strategist
Aug 2018 — Present · Denver, CO, US
Fiduciary expert who applies knowledge and skills in the area of trust and estate matters, investment management, wealth transition, and financial planning to serve high net worth clients.
Education
University of Colorado Denver
Master of Science - MS, Finance and Risk Management
Creighton University
BSBA, Marketing/Entrepreneurship
Regis University
Master of Business Administration (M.B.A.), Accounting and Finance
Creighton University School of Law
Juris Doctor
Skills
- Fiduciary Services
- Management
- Retirement
- Bonds
- Strategic Financial Planning
- Iras
- High Net Worth Individuals
- Investment Advisory
- Investment Management
- Investments
- Series 63
- Financial Planning
- Trusts
- Leadership
- Banking
- Asset Allocation
- Mutual Funds
- Wealth Management
- Series 7
- Wealth
- Financial Risk
- Asset Management
- Accounting
- Wealth Management Services
- Financial Advisory
- Uniform Combined State Law
- Investment Strategies
- Alternative Investments
- Private Banking
- Retirement Planning
- Wealth Transition
- Securities
- Fixed Annuities
- Estate Planning
- Portfolio Management
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