The Financial Advisor manages and advises client relationships in collaboration with peers and the client service team. By genuinely providing excellence in advice, planning, investment management, and service to current and prospective clients, the Financial Advisor positively represents the vision and mission of Brown|Miller Wealth Management, LLC. It is the Financial Advisor’s responsibility to proactively advise clients, act as a fiduciary and prudent steward of client assets, cultivate new client relationships, and collaborate with peers in formulating planning and investment strategies.
The Client Service Associate positively impacts and works in direct collaboration with the firm’s Financial Advisor(s) and peers. By providing genuine and extraordinary client service to current and prospective clients, the Client Service Associate represents the vision and mission of Brown |Miller Wealth Management, LLC. It is the Client Service Associates responsibility to ensure an exceptional client service experience.