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Clark B

Series 63, Series 65

Athens, GA

Clark Brown, LLC

Clark Brown is a financial advisor at Clark Brown, LLC in Athens, GA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cannon Financial Institute and Elevate Wealth Advisory. Outside of his advisory role, Brown provides executive coaching, training, and public speaking services to businesses, nonprofit organizations, and individuals. Hello Wealth serves individuals and families, including high-net-worth clients, as well as employer-sponsored retirement plans and charitable organizations. The firm offers fee-only financial planning, portfolio management, and retirement plan consulting through a service model that incorporates third-party platforms and a diversified, long-term investment approach.

Retirement income strategy Tax-loss harvesting Business succession planning
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Hayley B

Series 65

Athens, GA

Clark Brown, LLC

Hayley Brown is a financial advisor at Clark Brown, LLC in Athens, GA, holding a Series 65 designation with no prior industry experience. Before joining Clark Brown, she worked in consulting and freelance copywriting. Outside of financial advising, she is involved in acting and operates an online retail and creative services business. Clark Brown, LLC provides investment advisory and financial planning services to individuals, employer-sponsored retirement plans, and charitable organizations. The firm employs a structured investment process using institutional mutual funds and ETFs, offering both discretionary and non-discretionary services with regular portfolio reviews.

Retirement income strategy Tax-loss harvesting Business succession planning
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