Greg Brown has joined Merchants Investment Services as a financial advisor, according to Lawrence Stovern, Merchants Bank Twin Cities regional president.

“We’re excited to have someone with Greg’s skillset to serve clients in the Twin Cities area looking for guidance in college and retirement planning or creating an effective investment strategy for the future,” said Stovern.

Brown specializes in helping clients with 401(k) rollovers, college planning, tax savings investments and income strategies during retirement as well as small business employee retirement plans. He has more than 10 years of experience in the financial industry with Wells Fargo and was most recently a registered personal banker assisting customers with brokerage and investment needs.

“I have spent the last 13 years serving the greater metro area by creating living plans for financial success, one customer at a time. My passion lies with strengthening people’s financial situations and helping them realize their dreams,” said Brown.

An Iowa native, Brown attended Clarke College in Dubuque and studied business administration at Minneapolis Community College. He is an active member of his local church and enjoys mountain and distance cycling, camping, traveling and fishing with his two sons. Brown resides in Lakeville with his wife Melissa, and his two sons Henry, 12, and Will, 9.

He will be officed out of the Merchants Bank location at 15055 Chippendale Ave. W. in Rosemount, but meet with clients at any of the other four Twin Cities Merchants Bank locations in Apple Valley, Cottage Grove, Hastings or Lakeville.

Source

- Advertisement -