Will Brown
President at South Carolina Brown Group
- Role
- Senior Financial Representative, Principal Securities Registered Representative at Principal Financial Group
- Location
- Charleston, SC, US
- LinkedIn followers
- 500 followers
About Will Brown
With over 17 years of experience in the industry, Will’s primary focus is estate planning and business protection strategies. He specializes in helping his clients understand their business and partnership exposures, helps them take the proper precautions to protect themselves. He also works with his clients’ business and tax attorneys, as well as their CPAs, to gain a comprehensive understanding of each client’s unique situation. This allows him to help make the best planning strategies for his client\'s needs.Will began working in the financial industry in 2007, after the completion of his business degree from the College of Charleston. He was exposed to the financial industry at a young age. His father, Mace Brown, enjoyed a long successful career, serving as a manager to a team of financial professionals. Will is Series 6 and 63 securities registered and has his SC life, health, and variable insurance license. He has also attained a Disability Income Associate (DIA) certification. With that, he has a deep understanding of disability income insurance and individual strategies.Will and his wife Katie reside on James Island with their two children, Finn and Oaks. Will is a big outdoorsman. When not working, he is on his boat fishing, or in the woods chasing game. He also coaches his children’s youth sports teams. Will and Katie, both C of C alumni, love attending the basketball and baseball skills list below does not imply licensure, training, or the ability to solicit products or services.
Experience
Senior Financial Representative, Principal Securities Registered Representative
Mar 2007 — Present · Mount Pleasant, SC, US
Education
College of Charleston
Business, Business Administration
2004 — 2007
AHIP Education Programs
Disability Income Associate
2015 — 2015
Kaplan
Series 65
Skills
- Business Continuation Strategies
- Annuities (Variable & Fixed)
- Buy-Sell Review
- Term Life Insurance
- Informal Business Valuation
- Survivor Income
- Series 6 & 63
- Disability Income Insurance
- Iras (Traditional & Roth)
- 401 (K), 403 (B), Sep & Simple Iras
- Supplemental Retirement Income
- Estate Planning
- Mutual Funds
- Deferred Compensation Plans
- Universal Life
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.