Wealth Management Advisor
7101 Wisconsin Ave. Suite 1200, Bethesda, MD firstname.lastname@example.org
I am a Wealth Management Advisor with over 20 years of experience in the Financial Services Industry. Originally from Smithfield, VA, I moved to Washington, DC to attend Howard University where I received my BBA in Finance.Upon graduation, I accepted a position with the Freddie Mac. In order to satisfy my desire to further my education, I decided to pursue my MBA. Two years later I returned to Howard University where I earned a MBA with a Concentration in Finance.
Following the completion of my MBA, I accepted a position with PricewaterhouseCoopers in the Washington Federal Practice. I spent four years with PwC before joining Ernst & Young’s Government and Public Sector Practice. It was while working with these two companies that I had the opportunity to serve as a consultant to some of our country's largest government agencies and Fortune 500 companies. In May 2012, I decided that my educational background and passionto help others would be best utilized in the financial planning arena and joined Northwestern Mutual Wealth Management Company as a Financial Advisor.
Early in 2023, I joined First Financial Group. In this role, I help my clients and their families achieve financial security through a variety of planning strategies. I currently manage a book of business with over 400 clients across the United States. It is my mission to help my clients build, protect, and maintain generational wealth through strategic and taxefficient financial planning.
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James Banks Brown III is a Registered Representative of Mass Mutual. Securities offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. OSJ: 7101 Wisconsin Ave. Suite 1200, Bethesda, MD 20814, 301-907-9030. First Financial Group is not an affiliate or subsidiary of Mass Mutual. CRN202503-1915577.