Craig Brown
A planned move to TheVillages, FL is the next step in the life and times of Craig Brown, he is planning to be involved in many professional and voluntary organizations upon completion of the move. Craig is an avid sports enthusiast and plays tennis 3-4 times a week. Has played ice hockey throughout his life including volunteering for 10+ years at the youth level while living in Minnesota Twin City suburbs.
We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
1926
FL, ME
1
Independent Financial Advisor
Prudential Financial
Feb 2026 - Present
The Villages, FL
Work with clients in a holistic manner to understand their full financial picture and help them plan for their futures, via insurance planning, asset allocation plan and income planning.
Vice President, Investment Executive
Fifth Third Securities
Apr 2024 - Mar 2026
Palm Beach Gardens, Florida, United States
Private Client Advisor and Vice President of Investments
J.P. Morgan Wealth Management
Apr 2021 - Apr 2024
Private Client Banker
JPMorgan Chase Bank N. A.
Feb 2018 - Apr 2021
Palm Beach Gardens, Florida
Plantsville, Connecticut
Wells Fargo
Regional Banking Private Banker
Oct 2016 - Feb 2018 ·
Registered Personal Banker 2
Mar 2014 - Oct 2016
Financial Advisor
Ameriprise Financial
Mar 2011 - Jan 2013
Financial Specialist
US Bancorp
Feb 2004 - Feb 2011
Businesses, Individual Investors
Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals
Variable Annuity, Long Term Care, Variable Life, Life, Annuity
Mutual Funds, Bonds, Stocks, Annuities, Insurance
Yes
Your Office, Email, Phone, Your Home, Video Conference
100,000
Based on Assets, Flat Fee, Commissions
1%
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Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor. Member FINRA & SIPC, and an affiliate of LPL Financial.
Prudential Advisors' is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (PICA) and its insurance company and other affiliates (collectively Prudential). Prudential Advisors financial professionals are licensed insurance agents of Prudential.
Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under Prudential Advisors. LPLE and LPL Financial are not affiliated with Prudential or the Greater Florida Financial Group.
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