Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 (SM)(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, the 3E Association, 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 and 2019.
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
Our experts examine the forces that are changing the world – and how they may impact your life
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, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.