About Us

The goal of our team is to deliver a highly personal and relationship-oriented approach to wealth management, with an unwavering focus on you, our client.

Clients look to us for:

· Pre- and post- retirement strategies
· Cash flow analysis and planning
· Tailored investment management
· Estate planning and trust strategies

We focus on integrity and act in the best interest of our clients, building relationships that are based on trust and respect combined with impeccable service. Our team advises retirees seeking retirement income and estate planning 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.
Services Include
  • Retirement Planning1
  • Estate Planning Strategies2
  • Lending Products
  • Wealth Management3
  • Professional Portfolio Management4
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

301 Sea Island Road
Ste 24
St. Simons Island, GA 31522
US
Direct:
(844) 224-0582(844) 224-0582

Meet Brown-Rose Wealth Management

About Me

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.
Securities Agent: GA, VT, VI, VA, TX, TN, SC, RI, NC, MN, MI, MD, MA, ID, HI, FL, DE, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 544664

About Me

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.
Securities Agent: GA, WI, WA, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, NV, NM, NE, ND, NC, MS, MN, MI, MD, MA, IN, IL, ID, HI, FL, DE, CA, AR; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 791329

About Me

Glenn graduated from the University of Georgia’s Terry College of Business with a degree in Marketing.  She also has an MBA from Valdosta State University.  She serves as a client relationship manager 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.
Securities Agent: GA, VT, VI, VA, TX, TN, SC, RI, NC, MN, MI, MD, MA, IN, ID, HI, FL, DE, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 805609

About Me

Betty is a licensed associate and has worked in the banking and financial services field for over 35 years. She has lived in St. Simons Island her whole life and brings with her a wealth of knowledge. She strives to provide clients with excellent service and prompt resolution of any problem. Often the first point of contact, Betty handles day-to-day operations with personal care and provides first-class service.
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Ready to start a conversation? Contact Brown-Rose Wealth Management today.
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

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 Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

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 suitable 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.

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The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable 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”) 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.

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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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