Tommy Brown

First Vice President, Alternative Investment Director, Lending Specialist, Senior Portfolio Manager, Financial Advisor with the Double Oak Wealth Management Group at Morgan Stanley

Role
Financial Advisor at Morgan Stanley
Location
Birmingham, AL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Tommy Brown

At Double Oak Wealth Management Group at Morgan Stanley, we have assembled a team of highly experience professionals dedicated to helping to serve the complex wealth management needs of affluent investors, with a multi-generational focus on asset growth and preservation. We are dedicated to delivering to clients the wisdom that experience brings. By combining our team\'s individual skills and personalities together, we are better able to help strive to bring you exceptional service and a disciplined focus on what matters - your progress towards your goals. Our service model is focused on striving to achieve your goals, whether that is helping to deliver a well-thought-out portfolio allocation with institutional money managers, providing generational wealth planning to your family, or retirement planning strategies. Together as a team, we offer the experience, credentials, and skills that help to enable us to implement a plan that will be focused on your journey towards your financial goals. Our process is designed to deliver a seamless, transparent and well-thought-out strategy to your financial needs that can be adapted as the circumstances in your life evolve.

Experience

  1. Financial Advisor

    Morgan Stanley

    Jun 2019 — Present

    2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/double-oak-wealth-management-group. The information or content is for US residents only and subject to the following disclosures: 19•••31

Education

  • The University of Alabama

    Bachelor's Degree

    2008 — 2012

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