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Robert B

CFP®, ChFC®, Series 63

Medford, OR

Raymond James Financial

Robert Brown is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has worked at Edward Jones for 18 years before joining Raymond James Financial Services Advisors, Inc. and WillowTree Financial Solutions in 2023. Outside of his financial advisory roles, he serves as a voluntary shepherd and mentor with Standing Stone Ministry, providing encouragement to pastors and their spouses. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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