Wally Brown, CFA®, CFP®
With over 15 years of market experience, Wally builds and manages custom portfolios for the firm’s high net worth clients designed to help preserve and grow their wealth. He focuses on asset allocation based on the client’s goals and objectives, while integrating security selection, and tax and cash flow management.
Wally started trading in the financial markets in 2003, specifically equity and fixed income futures, currencies and commodities. Having successfully traded through multiple market environments, Wally gained the experience necessary to help his clients understand the markets and make rational decisions in sometimes very irrational markets.
Education: BBA in Finance from the University of Wisconsin Madison
Registered Representative with Triad Advisors, LLC and an Investment Advisor Representative with Alera Investment Advisors, LLC. Triad Advisors LLC and Alera Investment Advisors, LLC are not affiliated.