Christy Brown, CFP®, CEPA®, CRPC®
Senior Vice President, Wealth Management,
Financial Advisor,
CERTIFIED FINANCIAL PLANNER®
Direct:
(859) 231-9576(859) 231-9576
Toll-Free:
(800) 354-9559(800) 354-9559
My Mission Statement
Experienced wealth planning services for your life and legacy goals
My Story and Services
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Christy was recognized in the Forbes Top Women Wealth Advisors Best-In-State and Best-In State in 2023, 2024 & 2025.
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.
Source: Forbes (Awarded April 2024). Data compiled by SHOOK Research LLC for the period 6/30/22-6/30/23. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2024
Source: Forbes (Awarded April 2025). Data compiled by SHOOK Research LLC for the period 6/30/23-6/30/24. https://www.morganstanley.com/disclosures/awards-disclosure.html
Christy was recognized in the Forbes Top Women Wealth Advisors Best-In-State and Best-In State in 2023, 2024 & 2025.
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.
Source: Forbes (Awarded April 2024). Data compiled by SHOOK Research LLC for the period 6/30/22-6/30/23. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2024
Source: Forbes (Awarded April 2025). Data compiled by SHOOK Research LLC for the period 6/30/23-6/30/24. https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: NY, DE, TN, SC, MI, MD, IN, GA, AZ, ME, KY, FL, TX, OH, HI, NM, MS, MO, IL, MA, WV, LA, VA, UT, PA, NC, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1279384
NMLS#: 1279384
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
PERSONALIZED SOLUTIONS
As a financial advisor, our expertise extends to a wide range of financial matters, including but not limited to buying a home, rolling over your 401(k), and creating a legacy that lasts. Our team is dedicated to providing professional guidance tailored to your unique goals and circumstances. Here are examples of the questions we assist our clients with on a daily basis:
Retirement Planning
Can I ensure that my retirement savings are sufficient to sustain my desired lifestyle without financial concerns, and what would be the optimal approach for reinvesting my 401(k) when I transition from my current employment to retirement?
Financial Planning
In light of life's inherent unpredictability and the potential for significant disruptions such as divorce or a death in the family, how can I proactively plan to safeguard my future security?
Portfolio Management
How can I develop an investment strategy that effectively balances my various life goals and aspirations?
Managing Risk
How can I safeguard my family and myself from the unforeseen risks that life presents, which can range from potential loss of life to loss of health?
Asset Organization
How can I effectively streamline and simplify my financial affairs while managing assets dispersed across various organizations and platforms?
Growing Older
In light of increased life expectancy, how can I ensure that I am financially prepared to cover the costs of potential health services that may be required in the future?
THE CFP® PROFESSIONAL
Individuals who have earned the Certified Financial Planner (CFP®) certification have undergone a rigorous process that demonstrates their unwavering commitment and professionalism in the field. This process includes extensive education, rigorous examination, practical experience, and ethical standards that serve as a solid foundation for the CFP® professional's ability to assist clients in achieving their financial objectives.
At The Brown Biggins Group, our team possesses a diverse range of skillsets that can help clients navigate the complex financial factors in their lives. With our comprehensive understanding of the financial industry and the CFP® designation, we are well-equipped to provide customized solutions that meet our clients' unique needs.
By working with a CFP® professional, clients can trust that they are receiving guidance from a qualified individual who has met the rigorous standards set forth by the CFP® Board. We are committed to delivering exceptional service and leveraging our expertise to help our clients achieve their financial goals. See below for more information about the CFP designation and how we can help:
At The Brown Biggins Group, our team possesses a diverse range of skillsets that can help clients navigate the complex financial factors in their lives. With our comprehensive understanding of the financial industry and the CFP® designation, we are well-equipped to provide customized solutions that meet our clients' unique needs.
By working with a CFP® professional, clients can trust that they are receiving guidance from a qualified individual who has met the rigorous standards set forth by the CFP® Board. We are committed to delivering exceptional service and leveraging our expertise to help our clients achieve their financial goals. See below for more information about the CFP designation and how we can help:
Education
To become a CFP® professional, individuals must complete a 2-3 year coursework program at a CFP® Board-approved institution. Continued education is required for recertification, ensuring CFP® professionals remain equipped with current financial planning knowledge for their clients.
Examination
The 7-hour comprehensive CFP® Certification Exam evaluates an individual's ability to apply financial planning knowledge to real-life situations. It covers tax planning, retirement planning, investment management, estate planning, and insurance. Passing the exam ensures that CFP® professionals possess the necessary expertise to provide clients with sound financial advice and guidance.
Experience
As a prerequisite for obtaining the privilege to utilize the CFP® trademarks, it is mandatory for all financial planning professionals certified under the CFP® designation to demonstrate their expertise through a substantial period of hands-on experience in the relevant field. This stringent criterion ensures that only seasoned and competent individuals are granted the authorization to utilize the CFP® trademarks.
Ethics
The CFP® professional has a solemn duty to adhere to the highest standards of ethical conduct, as stipulated by the CFP® Board's Code of Ethics. This includes the unwavering commitment to integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence. Moreover, the Rules of Conduct mandate that the CFP® professional must prioritize the client's welfare above all else, underscoring the profession's unimpeachable dedication to fiduciary d
Cyber Center
Our multi-layered security framework encompasses a comprehensive range of safeguards. These include state-of-the-art encryption protocols that are designed to protect your data from unauthorized access. We also employ continuous monitoring to detect and prevent fraudulent activity in your accounts in real-time, ensuring that your assets are safeguarded at all times.
Furthermore, we conduct routine testing of our systems to identify and address potential vulnerabilities, and engage independent security firms to conduct thorough penetration testing of our applications and evaluate our processes. This external validation ensures that our security measures are robust and effective in safeguarding your information.
Furthermore, we conduct routine testing of our systems to identify and address potential vulnerabilities, and engage independent security firms to conduct thorough penetration testing of our applications and evaluate our processes. This external validation ensures that our security measures are robust and effective in safeguarding your information.
Online Security Center
Our commitment to safeguarding your assets and personal information is of utmost importance, and we offer comprehensive security measures along with a wealth of resources and ideas designed to assist you in protecting yourself online.
Visit The Online Security Center
Protecting Your Smart Device
In today's interconnected world, smart devices have become an integral part of our lives, storing our voices, search history, and other sensitive information, which can pose potential security threats, making it imperative to take proactive measures to safeguard oneself.
Click Here To Learn More
Protecting Your Digital Footprint
Discover effective strategies to proactively manage your online presence and protect your personal information in today's digital age.
Click Here To Learn More
Phone Security
You likely spend more time each day on your smartphone than on your computer, but do you pay as much attention to protecting the security of your phone as your computer? Find out why you should.
Click Here To Learn More
Staying Cybersafe on Vacation
As you plan your vacation, it's important to remember that while you may be taking a break, cybercriminals are not - protect your cybersecurity with these helpful tips to safeguard your digital assets while you're away.
Click Here To Learn More
Cybercrime Preparedness
Are you concerned about the security of your email, Social Security Number, or other personal information? Gain peace of mind by learning the necessary steps to respond effectively if your identity, account, device, or information has been compromised.
Click Here To Learn MoreLocation
444 East Main St
Ste 111
Lexington, KY 40507
US
Direct:
(859) 231-9576(859) 231-9576
Toll-Free:
(800) 354-9559(800) 354-9559
Fax:
(859) 231-9567(859) 231-9567
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 Christy Brown today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
1Morgan 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.
Morgan 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, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan 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.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
1Morgan 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.
Morgan 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, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan 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.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
