The Brown Group

The Brown Group



Global Wealth Management

1241 PITTSFORD-VICTOR ROAD
PITTSFORD,  NY  14534
Directions to Branch

Phone: (585) 899-2531
Email:  

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PROFESSIONAL STAFF

(585) 263-4840 Private Wealth Advisor
(585) 263-6600 Private Wealth Advisor
(585) 263-6626 Senior Associate
(585) 263-6635 Registered Client Associate

PROFESSIONAL PROFILE

The Brown Group provides wealth management solutions to a broad range of clients including: Corporate Executives, Entrepreneurs, Affluent Families, and Professional Athletes. As one of the few Private Wealth accredited teams in the Northeast, we restrict our practice to work for a relatively small number of High Net Worth clients.

We offer access to one of the world's largest investment banks while delivering service comparable to that of a family office. Our team is one of the liaisons to the firm's investment banking teams, and have been involved in raising Private equity as well as Pre/post IPO planning.

We use a consultative, holistic approach in developing client strategies. Utilizing the Merrill Lynch open architecture platform enables us to identify money managers based on size and style specifics and peer performance, not limiting us to "in-house" management.
Our ultimate goal is to provide an unparalleled level of service to create an enduring family wealth management relationship.

Private Banking and Investment is an exclusive division of Merrill Lynch, where we as advisors concentrate on providing dedicated service to Ultra High Net Worth Clients.

Our function is akin to a small family office, where we work on Managing Concentrated Stock positions; Trust and Estate planning issues; and Investment Management through Tactical Asset Allocation and Risk Controls.

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Stephen Brown is registered to do business in: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Jim Goetz is registered to do business in: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

For questions regarding registration information please contact your Financial Advisor.