Richard Brown is a financial advisor at JNBA Financial Advisors, LLC in Bonita Springs, FL, with 12 years of industry experience. He holds a Series 63 designation and has been with the JNBA Financial Advisors organization since 1996. JNBA Financial Advisors offers discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm’s investment approach incorporates individual equities, fixed income, mutual funds, ETFs, and covered calls, supported by fundamental and technical analysis and ongoing portfolio reviews.

Kimberlee Brown is a financial advisor with JNBA Financial Advisors, LLC in Bonita Springs, FL, holding 12 years of industry experience. She has been with JNBA Financial Advisors since 2006. Outside of her advisory role, she serves as a board member for Platinum Bank, participating in strategic planning. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, and institutional entities. The firm employs a team-based approach and offers family office services, retirement plan consulting, and business consulting for professional athletes, using a range of investment strategies across various asset classes.