Wendy S Brown - Merrill Lynch Financial Advisor

Financial Advisor, Merrill Lynch

Wendy S Brown

Assistant Vice President

Global Wealth Management

THE PARK AVENUE OFFICE
200 PARK AVENUE
Floor 13
NEW YORK, NY 10166

Phone: (212) 338-6093
Email:

Directions to Branch

PROFESSIONAL PROFILE

Wendy Brown, Assistant Vice President, CFM, CRPC
Wendy provides investment advice to individuals and small to medium sized business owners. Together they devise a program that includes cash management, retirement planning, asset allocation, wealth replacement solutions and succession strategies. Wendy uses modern portfolio theory in conjunction with third party management firms to bring an institutional approach to managing client portfolios. Her extensive experience and a results oriented business philosophy helps guide her clients through the three stages of wealth management: accumulation, preservation and transfer.

Her office is conveniently located at 200 Park Avenue in New York City. Wendy graduated from New York University with a degree in Accounting and Finance. She has been in the financial services industry since 1981, in various areas from trading institutional government agencies to managing $125 million in assets using technical analysis.

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Wendy Brown is registered to do business in: CA, CT, FL, GA, MA, NJ, NV, NY, PA

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