Senior Portfolio Manager, Southport Harbor Wealth Advisors
Investment Executive, RJFS
With more than 35 years of experience in financial planning and investment management, Kevin Brown has the accumulated knowledge and perspective to help you with your financial goals. Kevin understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Kevin will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.
Kevin endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of the current financial markets, Kevin designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Kevin puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.
Kevin began his career in financial services in 1983 and previously spent 15 years with Morgan Stanley. Today, Kevin provides customized portfolio management, financial planning and a holistic approach to his clients’ finances.
A native of Weston, Connecticut, Kevin resides in Fairfield, Connecticut. Away from the office, he enjoys skiing, mountain biking and traveling to help gain a global perspective.