Private Client Wealth Advisor
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ANDRE C. BROWN
San Francisco, CA
Bank • Trust • Private Client • Fee-Based Advisory
Private Client Advisor with 10+ years of experience delivering fiduciary, fee-based financial planning and private client advisory services within bank, trust, wire house, and independent environments. Proven ability to manage complex client relationships, generate recurring fee and commission revenue, and lead holistic planning engagements across investments, retirement, tax-aware strategies, estate coordination, and risk management. Currently pursuing CFP® certification to further deepen technical planning expertise and align with best-in-class private client and trust advisory standards.
MassMutual Northern California – Financial Advisor
Delivered comprehensive financial plans integrating investments, retirement income, annuities, and risk management strategies. Conducted structured planning reviews and client education seminars.
Coordinated tax and estate strategies with CPAs and attorneys.
Northwestern Mutual – Financial Advisor
Provided holistic planning and investment guidance with an emphasis on long-term retirement outcomes and disciplined savings strategies.
New York Life – Financial Advisor
Designed retirement, tax, education, and legacy plans for individuals and business owners.
Merrill Lynch – Financial Advisor
Managed $15MM in client assets and generated $150K in annual advisory fees through customized investment and planning solutions.
U.S. Bank Trust – Trust Officer
Managed $150MM+ in fiduciary bond portfolios; increased annual fee revenue by $175K while maintaining strict regulatory compliance.
LICENSING & CREDENTIALS
Harvard University, Cambridge, MA
Bachelor of Arts – Biological Anthropology
AFFILIATIONS & TECHNICAL SKILLS
Private Client Advisor with 10+ years of experience delivering fiduciary, fee-based financial planning and private client advisory services within bank, trust, wire house, and independent environments. Proven ability to manage complex client relationships, generate recurring fee andcommission revenue, and lead holistic planning engagements across investments, retirement, tax-aware strategies, estate coordination, and risk management. Currently pursuing CFP® certification to further deepen technical planning expertise and align with best-in-class private client and trust advisory standards.
Harvard University, Bachelor of Arts Degree in Biological Anthropology
