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Andrea S Brown

Advisor at Merrill — Florence, AL

Updated today

Credentials

Series 66

Experience

19 years

Location

Florence, AL 35630

Merrill logo

Merrill

Institution

Total advisors

25,448

Across 3,099 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Andrea Brown is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2012 and at Bank of America, N.A. since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Based on Merrill

Tax-loss harvesting Active portfolio management Wealth management

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Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Florence, AL

301 N Seminary St, Ci Adp, Florence

Florence AL 35630

Advisors at this office

5

Most active in

Alabama · New Jersey · Texas

Work history

19 years of industry experience

Bank of America, N.A

2019 - Present • 7 years

Florence, AL

Merrill

2012 - Present • 14 years

Florence, AL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jacob A

Series 65, Series 63

Florence, AL

Axient Investment Advisors LLc

Jacob Adams is a financial advisor with Axient Investment Advisors LLC in Florence, Alabama. He holds Series 63 and Series 65 licenses and has three years of industry experience, including roles at StoneX Securities Inc and Cambridge Investment Research. Adams is also associated with Eagle Creek Wealth Management in a financial advisory capacity. Axient Investment Advisors provides discretionary investment management, financial planning, and ERISA consulting services primarily to retirement plans, trusts, corporations, and charitable organizations. The firm employs multiple delivery models, including proprietary and third-party portfolios, with client assets custodied at Pershing LLC.

Private / alternative investments Annuities Concentrated stock management Tax-loss harvesting Founder/Business Owner Executive
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Allen W

Series 66

Florence, AL

Axient Investment Advisors LLc

Allen Wall is a financial advisor at Axient Investment Advisors LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at StoneX Advisors Inc. and StoneX Securities Inc. Wall serves on the Finance Committee Board of First United Methodist Church in Florence, AL. Axient Investment Advisors, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, retirement plans, institutions, and other entities. The firm offers multiple implementation options including proprietary equity-focused model portfolios and third-party money manager programs, and provides ERISA consulting, educational seminars, and affiliated insurance services.

Private / alternative investments Annuities Concentrated stock management Tax-loss harvesting Founder/Business Owner Executive
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James B

Series 66, Series 65

Florence, AL

AlphaStar Capital Management

James Boggus is a financial advisor at AlphaStar Capital Management with eight years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at United Benefits Insurance since 2017. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services through a combination of firm-designed model portfolios and advisor-directed strategies that incorporate tactical and strategic approaches across various asset types.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Jordan H

Series 65

Florence, AL

AlphaStar Capital Management

Jordan Hunter is a financial advisor at AlphaStar Capital Management with one year of industry experience. He holds a Series 65 designation and has worked in both investment advisory and insurance roles, including as a Benefits & Retirement Specialist at United Benefits Insurance. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and pension plans. The firm employs a combination of strategic asset allocation and quantitative tactical approaches, offering both model and custom portfolio strategies.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Brantley C

Series 65

Florence, AL

AlphaStar Capital Management

Brantley Claunch is a financial advisor with AlphaStar Capital Management in Florence, AL, holding a Series 65 designation and two years of industry experience. His career includes roles at United Benefits Insurance and Bank Independent. Outside his advisory work, he is involved in non-investment ventures, including ownership interests in small businesses that operate vending machines and renovate properties. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs model portfolios and advisor-directed strategies incorporating strategic and tactical approaches across various asset types, and supports ERISA-related plan services.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Jennifer M

Series 65

Florence, AL

Empower Advisory Group

Jennifer Mc Means is a Series 65 licensed financial advisor at Empower Advisory Group with over 11 years of industry experience, including seven years at Fish and Associates before joining Empower in 2022. She is based in Florence, Alabama. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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