Martin K. "Bo" Brown, CFP®, CIMA®
President, Founder, Registered Investment Advisor Representative
Martin "Bo" Brown is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Investment Management AnalystSM and president of M.K. Brown Wealth Advisory, an investment consulting firm he founded in 1983. Bo, who holds a Bachelor of Science in finance from the Rochester Institute of Technology and has done graduate work at George Washington University, is a registered investment advisor representative and a registered principal of Raymond James Financial Services, Inc. He specializes in retirement and investment planning, is an experienced lecturer and has been recognized as "The 250 Best Financial Advisors" by Worth Magazine in 1999, 2001 and 2002 and as "Top Wealth Manager" by Bloomberg.com in 2005.*
As an experienced lecturer, Bo has taught numerous investment workshops to individuals, corporations and various organizations.
Prior to founding M.K. Brown Wealth Advisory, Bo served as director and trustee of various public and private institutions. He is a member of The Financial Planning Association and the Investment Management Consultants Association. As a lifelong Dayton resident, Bo is active in the Dayton community through The Sukey & Bo Brown Charitable Trust, a charitable organization established by his wife of 33 years.
*These awards are bestowed by an independent third party organization not affiliated with Raymond James.