Greer Brown, CFP®
Executive Director, Financial Advisor
Phone:
(912) 268-3301(912) 268-3301
Brown-Rose Wealth Management at Morgan Stanley
Direct:
(844) 224-0582(844) 224-0582
Our Mission Statement
Our goal is to help you navigate whatever financial situations you encounter. We are here to provide personal advice with customized solutions tailored to you and your family's unique financial situation.
About Us
Unexpected life events. Tax law changes. Volatile markets. Sometimes life feels overwhelming. Having a financial team with a vast array of experience can provide confidence and help simplify your life.
Our team focuses on building relationships that are based on trust and respect, combined with impeccable service. We advise retirees seeking retirement income and estate planning strategies along with "up and coming' executives and entrepreneurs who aspire to accumulate wealth for themselves and their families.
As dedicated advisors, we help you decide what steps to take, and sometimes not to take, during critical times in your life. We focus on what is most important to you.
Clients look to us for:
* Wealth Management
* Asset Management
* Financial Planning
* Retirement Planning
* Estate Planning Strategies
* Professional Portfolio Management
* 401(k) Rollovers
* Corporate Retirement Plans
* Cash Management and Lending Products
We welcome the opportunity to work with you.
Our team focuses on building relationships that are based on trust and respect, combined with impeccable service. We advise retirees seeking retirement income and estate planning strategies along with "up and coming' executives and entrepreneurs who aspire to accumulate wealth for themselves and their families.
As dedicated advisors, we help you decide what steps to take, and sometimes not to take, during critical times in your life. We focus on what is most important to you.
Clients look to us for:
* Wealth Management
* Asset Management
* Financial Planning
* Retirement Planning
* Estate Planning Strategies
* Professional Portfolio Management
* 401(k) Rollovers
* Corporate Retirement Plans
* Cash Management and Lending Products
We welcome the opportunity to work with you.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
475 Sea Island Road
St. Simons Island, GA 31522
US
Direct:
(844) 224-0582(844) 224-0582
Fax:
(912) 662-8787(912) 662-8787
Meet Brown-Rose Wealth Management
John Rose, CFP®
Vice President, Financial Advisor
Phone:
(912) 268-3302(912) 268-3302
Glenn Ferrell
Vice President, Financial Advisor
Phone:
(912) 268-3303(912) 268-3303
About Greer Brown
Greer’s main focus is developing tailored investment strategies for each client. He uses a variety of tools including stocks, bonds, professional money managers, mutual funds and alternative investments to create tailored portfolios for each individual client based on his or her goals, risk tolerance and time horizon.
Greer is a CERTIFIED FINANCIAL PLANNER certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He has a BA in Economics from the University of the South and a Masters in Business Administration from the University of Georgia’s Terry College of Business.
He is very involved in our community, serving on the Boards of Frederica Academy and the Saint Simons Land Trust,
Greer is a CERTIFIED FINANCIAL PLANNER certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He has a BA in Economics from the University of the South and a Masters in Business Administration from the University of Georgia’s Terry College of Business.
He is very involved in our community, serving on the Boards of Frederica Academy and the Saint Simons Land Trust,
Securities Agent: DC, VT, VI, VA, TX, TN, SC, PA, NC, MI, MD, MA, IL, ID, GA, FL, DE, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 544664
NMLS#: 544664
About John Rose
John is a CERTIFIED FINANCIAL PLANNER certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He graduated from Georgia Southern University with a degree in Finance.
He has a particular depth in trust and estate planning services, and works with clients to evaluate and design plans that complement the current tax environment and specific family dynamics. With a banking background, he understands the importance of looking at the client’s entire financial picture when reviewing goals and objectives. John oversees the team's operational and strategic planning.
He has a particular depth in trust and estate planning services, and works with clients to evaluate and design plans that complement the current tax environment and specific family dynamics. With a banking background, he understands the importance of looking at the client’s entire financial picture when reviewing goals and objectives. John oversees the team's operational and strategic planning.
Securities Agent: FL, GA, DE, DC, CO, CA, AZ, CT, PA, AL, AR, SD, WV, VI, VA, UT, VT, TX, TN, SC, RI, PR, OR, AK, OK, OH, NY, NV, WI, NJ, NH, NE, WY, WA, ND, NC, MN, ME, MI, MT, MS, KY, LA, MD, KS, IN, MA, NM, IL, ID, IA, HI, MO; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 791329
NMLS#: 791329
About Glenn Ferrell
Glenn started her financial career in the financial services industry after graduating from the University of Georgia’s Terry College of Business with a degree in Marketing and Valdosta State University with an MBA. Prior to joining Morgan Stanley, she worked at Merrill Lynch and SunTrust Bank (now Truist).
She serves as a financial advisor and also the team’s goals based planner. Glenn works closely with clients to help them establish their financial goals and develop long term strategies to accomplish these objectives. She helps address multiple aspects of a client’s financial life including investments, cash flow, retirement strategies, annuities, liabilities, long-term care and life insurance.
Glenn is on the boards of Hospice of the Golden Isles, Auxiliary of Hospice of the Golden Isles and America's Second Harvest of Coastal Georgia.
She serves as a financial advisor and also the team’s goals based planner. Glenn works closely with clients to help them establish their financial goals and develop long term strategies to accomplish these objectives. She helps address multiple aspects of a client’s financial life including investments, cash flow, retirement strategies, annuities, liabilities, long-term care and life insurance.
Glenn is on the boards of Hospice of the Golden Isles, Auxiliary of Hospice of the Golden Isles and America's Second Harvest of Coastal Georgia.
Securities Agent: DC, CA, DE, FL, GA, ID, IL, MA, MD, MI, NC, SC, TX, VA, VI, VT; General Securities Representative; Investment Advisor Representative
NMLS#: 805609
NMLS#: 805609
Contact Greer Brown
Contact John Rose
Contact Glenn Ferrell
Wealth Management
Global Investment Office
Portfolio Insights
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Brown-Rose Wealth Management today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
6Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
6Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
