Raymond James welcomes $300 million advisor team in Clayton, Missouri
ST. PETERSBURG, Fla. – Raymond James welcomed experienced financial advisors Michael “Mike” Brown, CFP®, CRPC®, Tammy Brown, CFP®, and Adam Brown, CRPC®, in Clayton, Missouri, to Raymond James Financial Services, Inc. (RJFS) – the firm’s independent advisor channel – according to David Sisemore, Midwest regional director for RJFS.
The advisors join Raymond James from UBS, where they previously managed approximately $300 million in client assets. They are joined by Director of Communications Victoria Viefhaus and RJFS Director of Client Services Suzanne Markus. The team operates as Mike Brown Financial Group of Raymond James.
“The combination of having the autonomy to run your own business as well as access to the firm’s broad array of resources and services for our clients is truly the best of both worlds,” said Mike Brown. “Transitioning during a pandemic presents its unique challenges, but having the best technology we’ve seen and the support offered made our move go as smoothly as possible, despite doing everything remotely.”
Mike Brown, president and CEO of the Mike Brown Financial Group, has been in the financial services industry for 26 years. He started his career by hosting the popular nightly News 4 Your Money segment for KMOV-TV Channel 4 in 1986. Mike Brown has been an investment columnist for the St. Louis Post-Dispatch and continues to occasionally contribute his advice and expertise. Since 1994, he has hosted the KMOX Money Show on Sunday afternoons – one of KMOX radio’s longest-running and most popular At Your Service programs. During his career as a financial advisor, he has earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning CounselorSM designation. Mike Brown began working directly with private clients at Prudential Securities in 1994 and moved to UBS Financial Services in 2000. He is a graduate of the University of North Carolina at Chapel Hill.
Tammy Brown has been in the financial services industry for over 23 years. A graduate of the University of North Carolina at Chapel Hill, she started her career in public accounting and later received her Certified Public Accountant certification. She earned her CERTIFIED FINANCIAL PLANNER™ certification and joined Mike at Prudential Securities in 1997, transitioning to UBS with him in 2000.
Prior to joining Raymond James, Adam Brown worked with the Mike Brown Financial Group team at UBS for 13 years and served as a business analyst for Nestle Purina Petcare Company. He recently earned his Chartered Retirement Planning CounselorSM designation and holds his Series 7 and 66 securities licenses. Adam Brown earned his B.S.B.A. with a major in entrepreneurship from Washington University’s Olin School of Business.
Viefhaus has been in the financial services industry for over 17 years, previously spending nine years at UBS. She joined the Mike Brown Financial Group in 2017 to help communicate its distinctive message to current and future clients. Viefhaus graduated from Truman State University with a B.S. in history and a minor in mathematics.
Markus has been in the financial services industry for 21 years and joined the Mike Brown Financial Group in 2014 while at UBS. She has held various positions in the financial services industry since 1999. With a wealth of experience in client service roles, she is chiefly responsible for introducing new clients to all of the services and resources Raymond James offers, spending time with each individual to walk them through a step-by-step orientation process.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP Logo Flame Design and CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
About Raymond James Financial Services
Raymond James Financial Services, Inc., is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services, Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are $908 billion.