John Brow

Background

About John Brow

WHY WORK WITH ME: As a Senior Financial Advisor at Merrill, I am dedicated to providing customized, personal recommendations to help clients achieve their financial goals. My custom strategies typically focus on investment, retirement, education, and estate planning services. Backed by the support and investment resources of Merrill, banking convenience of Bank of America, and the Bank of America Private Bank, I offer my clients solutions based upon their risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation. These broad capabilities allow me to serve as a one-point contact for my clients' financial lives. GETTING TO KNOW JOHN: I was an Honors student at the University of Connecticut, where I received my Bachelor of Science in Pharmaceutical Sciences. I considered attending Medical School, before ultimately deciding to pursuit a career in personal wealth management. This is a dream job for me, allowing me to integrate interpersonal relationships with my analytical problem solving skills to produce meaningful, tangible results. When not in the office, I am likely to be found spending time with friends and family, working with San Diego non-profit organizations, or exploring all that "America's Finest City" has to offer. I enjoy cooking, reading, traveling, and staying active: skiing, weightlifting, beach volleyball, yoga. I ENCOURAGE YOU TO CONNECT IF- You believe strong work ethic is an important trait in the people you work with- You are anticipating any Critical Financial Events in your life: job change, retirement, divorce, death of a spouse, inheritance, etc. and are seeking financial advice and guidance- You would like a second opinion on your current financial strategy- You are a professional in the San Diego area who would like to learn more about my practice, and see if a professional relationship could be mutually beneficial.