Ryan Brown
Financial Planner
- Role
- Certified Financial Planner Tm Professional at Equitable Advisors
- Location
- O\'Fallon, IL, US
- LinkedIn followers
- 500 followers
About Ryan Brown
Ryan A. Brown, CFP®Financial Planner at Equitable AdvisorsManaging Partner at Trailhead Capital Management Group• Certified Financial Planner™ (CFP®) certification• FINRA Series 7 and 66 licenses• Life, Health, and Variable insurance licenseRyan joined AXA Advisors in 2002 after graduating from the University of Missouri-Columbia with a Bachelor of Science in Business Administration in Finance and Banking. In 2004, AXA Advisors awarded Ryan the title of Retirement Benefits Specialist - Tax Sheltered Plans; as a member of the Retirement Benefits Group, he focused on retirement planning for educational and non-profit organizations and businesses. In 2008, he completed the Certified Financial Planner™ certification. In 2014, he obtained the Retirement Planning Specialist title from AXA Advisors following his receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.Ryan enjoys helping clients prioritize their financial strategies and develop goal-based solutions. “It’s all about having a meaningful conversation, identify potential problems, then implement and monitor solutions to help clients reach their goals,” he says. An active member of his lifelong community, Ryan is highly involved in several organizations, member – Saint Nicholas Parish Community, board member of the O\'Fallon Township High School Endowment Fund and he is also a proud alumnus of Sigma Chi Fraternity, Xi Xi Chapter.Ryan and his wife, Tracy, live in Lebanon, Illinois, with their daughters.
Experience
Certified Financial Planner Tm Professional
Feb 2002 — Present · O\'Fallon, IL, US
Our mission continues to be helping you as you seek to secure your financial well-being so you can pursue long and fulfilling lives. Our foremost core value is Every Client Matters, and to every client we make six foundational promises. We pledge to understand your situation, respect your assets, educate you on your options, provide clear recommendations, track your progress, and to stay in touch over time.
Education
University of Missouri-Columbia
Bachelor of Science in Business Administration
1997 — 2001
The American College
CFP® Certification Curriculum
2005 — 2008
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