Brown Financial Advisory

Evan Hipp is a CFP® professional at Brown Financial Advisory with two years of industry experience. His background includes roles at Regions Bank, Cetera, and Primerica, as well as service in the United States Air Force from 2014 to 2021. Brown Financial Advisory is a six-advisor team that provides discretionary portfolio management and related advisory services primarily to high-net-worth individual clients. The firm manages approximately $468 million in assets across 275 client relationships, focusing on larger, personalized accounts.

Joshua Lancaster is a CFA® charterholder with 24 years of industry experience. He has worked at Brown Financial Advisory since 2018 and previously at Warren Averett Asset Management, LLC and Kinsight, LLC. Brown Financial Advisory is a six-advisor team based in Fairhope, AL, providing discretionary portfolio management and advisory services primarily to high-net-worth individual clients. The firm manages approximately $468 million in assets across about 275 client relationships, focusing on larger, more individualized portfolios.

Harvey Hutchinson III is a CFP® with seven years of experience, currently serving at Brown Financial Advisory. He has held teaching and lecturing roles at Regent University School of Law, University of Virginia, and Emory University, where he instructs online courses in financial planning and accounting. Harvey also volunteers as a director for the National Association of Estate Planners & Councils. Brown Financial Advisory operates as a six-advisor team providing discretionary portfolio management and advisory services primarily to high-net-worth individual clients. The firm manages approximately $468 million in assets across about 275 client relationships, focusing on larger and more individualized portfolios.

Daniel Mcleod is a CFP® and ChFC® with 19 years of industry experience, currently serving at Brown Financial Advisory. He has been with Brown Mcleod, Inc. since 2010. Outside of his advisory role, he is co-owner and manager of Everything Scottish, LLC, a real estate management company. Brown Financial Advisory is a six-advisor team providing discretionary portfolio management and advisory services primarily to high-net-worth individuals. The firm manages approximately $468 million in assets across about 275 client accounts, focusing on concentrated, individualized client relationships.

Amy Smith is a CFP® with two years of industry experience, currently serving at Brown Financial Advisory. She worked for the Baldwin Board of Education for ten years before joining Brown McLeod, Inc. in 2023. Brown Financial Advisory is a six-advisor team providing discretionary portfolio management and advisory services primarily to high-net-worth individuals. The firm manages approximately $468 million in assets across about 275 client relationships, focusing on relatively concentrated portfolios and individualized service.

Mu Tin Wultsch is a CFP® with 10 years of industry experience, currently serving at Brown Financial Advisory since 2022. Prior to this, Wultsch worked at Charles Schwab & Co., Inc. and Schwab Private Client Investment Advisory from 2011 to 2017, and also spent time as a homemaker. Brown Financial Advisory is a six-advisor team that provides discretionary portfolio management and related services to individual clients, focusing on a concentrated client base of high-net-worth households.