portrait of Wesley R Brown
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Wesley

My career journey began by wanting to follow in the footsteps of a man that showed me the blueprint of what hard work, accountability and integrity can do for you. This is a man that has overcome a lot during his lifetime. From growing up in Canton, Ohio, during the Great Depression and World War II to overcoming a battle with Polio, he never let any obstacle get in his way. He began working at a young age running a paper route, which helped him learn the value of saving and a strong work ethic. This man, who came from...

Focus Areas

  • Portfolio Reviews
  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • New Investors

Work History

  • Edward JonesJune 2022 to Current
  • University School of JacksonJune 2020 to February 2022

Certifications

  • WMCP®

    Wealth Management Certified Professional®
  • CRPC™

    Chartered Retirement Planning Counselor™
  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • University of the CumberlandsMaster of Business Admin
  • University of the CumberlandsBachelors

Personal Interests

  • Coaching Sports
  • Personal Fitness
  • Spending Time with Family
  • Sports Enthusiast
  • Traveling

Team Members

  • Beth Poteete
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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