who we are

Stephen Brown

Stephen Brown has been in the financial services business for over 20 years. Stephen has developed not only a keen understanding of industry trends and innovative solutions, but has provided clients with many options to manage financial wealth and insurance for life-long protection. He values a very connected client focused approach, treating each client’s needs based on their life goals.

Stephen has also acquired his Series 7 (General Securities Representative), Series 66 (Uniform Investment Advisor – Combined State Laws) and Life and Health licenses, along with a Bachelor of Science degree from the University of Kansas. He and his family moved to Florida in 2010 from Des Moines, Iowa, which has allowed him to continue to grow in the industry and develop long-term relationships with a new group of clients. He believes that the core of this industry is about making a connection with his clients that extends beyond transactions and is built on relationships and trust.

Stephen Brown

Stephen Brown has been in the financial services business for over 20 years. Stephen has developed not only a keen understanding of industry trends and innovative solutions, but has provided clients with many options to manage financial wealth and insurance for life-long protection. He values a very connected client focused approach, treating each client’s needs based on their life goals.

Stephen has also acquired his (Series 7), (Series 66) and (Life and Health licenses), along with a Bachelor of Science degree from the University of Kansas. He and his family moved to Florida in 2010 from Des Moines, Iowa, which has allowed him to continue to grow in the industry and develop long-term relationships with a new group of clients. He believes that the core of this industry is about making a connection with his clients that extends beyond transactions and is built on relationships and trust.