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Isaac J Brown, CPFA, CRPC, CFP
Managing DirectorAssociate Resident Director
Merrill Lynch
Wealth Management
Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile
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 wealth 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 designations. 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 Bank of America Corporation's David Brady Community Service 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 named to the Forbes "Best-in-State Wealth Advisors" list, 2018, 2019, 2020, 2021, 2022, and 2023. Published annually Jan-April. Rankings based on data as of June 30 of prior year.*
*Bank of America Corporation’s David Brady Community Service Award is named for David Brady, a Merrill financial advisor who died in the terrorist attacks of September 11, 2001. He was highly respected for putting the client first and giving back to his community. The award that bears his name was created in 2007 and seeks to honor individuals within Bank of America Corporation Global Wealth & Investment Management who continue to emulate David’s ethos.
*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.
Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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.
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EDUCATION
Jacksonville State University
Lakewood High School
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Professional Staff
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.
Staying on Track
We understand that both your life and the financial markets can change over time. By 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.
Reviews to help you
stay on track
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.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Your advisor is a click away within our site or mobile apps
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Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Let’s Have a Conversation
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.
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Why Merrill?
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.
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No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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