Grant M. Brown, CFP®
Managing Partner | Private Wealth Advisor
Grant Brown, a native of Richardson, graduated from Baylor University with a Bachelor of Business Administration, majoring in Financial Services and Planning as well as Entrepreneurship.
Grant began his career in financial services by obtaining his FINRA securities registrations, Series 6 and 63, in 2008. He subsequently earned his Series 7 and Series 65 registrations. His early experience includes serving as a registered administrative associate with Mutual Service Corporation before joining LPL Financial in September 2009.
In 2016, Grant earned his CERTIFIED FINANCIAL PLANNER ® designation after more than two years of study in areas such as Estate Planning, Financial Planning, Retirement Plans and Retirement Planning, Income Tax Planning, and Investment Management. This achievement also required over 6,000 hours of professional financial planning experience.
As Managing Partner at RLBrown Financial, Grant oversees daily business operations while continuing to provide comprehensive planning and wealth management services. He is dedicated to helping families and individuals develop financial strategies that align with their unique goals.
Outside of his professional responsibilities, Grant enjoys playing pickleball, playing the guitar, and spending quality time with family and friends. He is also a passionate supporter of Baylor athletics. Grant and his lovely wife Elizabeth were both raised in Richardson and now reside in Dallas.