Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Ike Brown is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Ike has been with Merrill Lynch Wealth Management since October of 1994 where he holds the position of Associate Resident Director and Senior Vice President. He is a graduate of Jacksonville State University with a degree in Business Management. Mr. Brown assists clients in determining long-term financial goals and implementing their investment planning strategies. In addition, he helps clients focus on estate planning issues and works with their advisors in developing their estate plan. Additional designations he has acquired include the Chartered Retirement Planning Counselor (CRPC®) and Certified Plan Fiduciary Advisor(CPFA). Ike has served as an adjunct professor at Kennesaw State University where he has taught various financial planning courses. Ike is very active in his community and serves on the local boards of the United Cerebral Palsy Center of East Alabama, Community Actors' Studio Theatre (CAST), and is a member and past president of the Rotary Club. Ike was appointed in 2009 by the Governor of Alabama to serve on the Alabama Holocaust Commission, and in 2013, he served as chairman of the Calhoun County American Cancer Society. He is also the current President of The Donoho School Board of Directors. In 2011, Ike received the prestigious David Brady award*. This award recognizes up to ten Merrill employees nationwide each year for their high integrity, teamwork, business accomplishments and community service. Ike has also been name a Forbes "Best-in-State Wealth Advisors" in 2018, 2019, and 2020.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Jacksonville State University
Lakewood High School
Forbes "Best-in-State Wealth Advisors" list in 2020
Forbes "Best-in-State Wealth Advisors" list in 2018
Forbes "Best-in-State Wealth Advisors" list in 2019
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.