Robert Brown

Robert Brown, CFP®

Managing Director

Rob has over 25 years of experience helping clients navigate their wealth and investment planning decisions. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Private Wealth AdvisorTM (CPWATM) and earned his bachelor's degree from Bowdoin College. Prior to joining United Capital Financial Advisors, LLC, he was a founding partner at both Capstone Wealth Management, LLC and Apexium Financial, LP, which he managed for over two decades and was responsible for managing more than $4B in client assets.

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