Merrill Lynch Financial Advisor Chad S. Brown 101 Derby Street, Hingham, MA 02043
About the Business
Merrill Lynch Financial Advisor Chad S. Brown is a dedicated and experienced professional located at 101 Derby Street in Hingham, Massachusetts, United States. Since 2012, Chad has been providing personalized financial strategies to affluent families and business owners, focusing on risk-appropriate portfolio construction, estate planning, home financing, personal liability management, and insurance. Chad is a CERTIFIED FINANCIAL PLANNER™ with a background in business ownership and a degree from the University of Notre Dame. He is committed to helping clients achieve their long-term goals and believes in the importance of thorough planning.
At Merrill Lynch Wealth Management, Chad puts his clients first, focusing on their individual goals, priorities, and changing needs over time. By utilizing the Merrill Personal Wealth Analysis™ tool, Chad can create a customized financial plan centered around what matters most to his clients. He believes that success in financial planning comes from understanding each client's unique situation and helping them make informed decisions.
Chad offers personalized investment strategies and comprehensive financial solutions through Merrill Lynch and Bank of America. With a focus on building long-term relationships, he helps clients navigate the complexities of their financial lives and stay on track to achieve their goals. By staying informed on the latest investment insights and strategies, Chad works with his clients to help them live their best financial life.
As a registered financial advisor in multiple states, Chad Brown is dedicated to providing expert guidance and support to his clients. He holds certifications including the CFP® and CSRIC® marks, demonstrating his commitment to excellence in financial planning. With a focus on personalized service and ongoing communication, Chad is dedicated to helping his clients achieve financial success and peace of mind.
Photos
Location & Phone number
101 Derby St Suite 100, Hingham, MA 02043, United States
Hours open
Monday:
08:30 - 16:30
Tuesday:
08:30 - 16:30
Wednesday:
08:30 - 16:30
Thursday:
08:30 - 16:30
Friday:
08:30 - 16:30
Saturday:
Closed
Sunday:
Closed
List of local businesses, places and services in Massachusetts
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos