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M.K. Brown & Associates in the News
As a trusted voice in financial planning, the M.K. Brown & Associates team is regularly sought after as experienced professionals by the nation’s leading business publications. Check below for the latest news from M.K. Brown & Associates.
Press Releases
M.K. Brown And Associates Achieves Recognition In Bloomberg’s 2007 Wealth Manager Top Dog Report
(July 2007)
Bloomberg Names M.K. Brown & Associates in Top 500 Wealth Management Firms
(September 2005)
Elizabeth Rose, Daughter of Firm’s President, Joins M.K. Brown & Associates Team
(September 2005)
PRESS RELEASE
M.K. BROWN & ASSOCIATES
FOR IMMEDIATE RELEASE
M.K. Brown And Associates Achieves Recognition In Bloomberg’s 2007 Wealth Manager Top Dog Report
DAYTON, OH – M.K. Brown and Associates, an independent financial planning firm, has been named to Bloomberg’s 2007 Wealth Manager Top Dog Report, a ranking of America’s top wealth managers. Bloomberg honors are presented only to those financial advisory firms who have demonstrated an unparalleled commitment to personal service and professional integrity. Members of Bloomberg’s 2007 Wealth Manager Top Dog Report represent the top echelon of the country’s Registered Investment Advisors, which is a privilege limited to a select few.
Martin K. “Bo” Brown is a CERTIFIED FINANCIAL PLANNER™, a Certified Investment Management Analyst (CIMA®), and is President of M.K. Brown & Associates, an investment consulting firm he founded in 1983. Bo is a registered Investment Advisor Representative with the SEC and a registered principal of Raymond James Financial Services. He offers a comprehensive range of financial planning and investment services for individuals and businesses.
Raymond James Financial Services, Inc., is a national investment firm providing financial services to individuals, corporations and municipalities through more than 3,400 financial advisors in 2,000 offices throughout the United States. For more than 30 years, Raymond James Financial Services has provided a wide range of services through our affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a financial services holding company which has more than 4,800 financial advisors serving 1.7 million accounts throughout the United States, Canada and overseas. In addition, total client assets are approximately $221 billion, of which approximately $37.7 billion are managed by the firm’s asset management subsidiaries.
For additional information, please contact Elizabeth Rose at (937-298-8904).
PRESS RELEASE
M.K. BROWN & ASSOCIATES
FOR IMMEDIATE RELEASE
M.K. Brown and Associates’ President Martin “Bo” Brown Releases Newly Acclaimed Book: "Living & Learning: Achieve Retirement & Education Security"
(Dayton, OH – 05 October 2005) M.K. Brown and Associates (mkbrown.com) announced today the release of Living and Learning: Achieve Retirement and Education Security, a new book co-authored by M.K. Brown & Associates' President Martin “Bo” Brown and published by the Quantum Press. Designed to explain complex retirement and education planning concepts and strategies simply and concisely, Living and Learning is the 10th installment in the highly successful Esperti Peterson Institute’s (EPI) Contributory Series.
Living and Learning is the product of an extensive national research and writing project conducted by EPI and the Quantum Press, combining the experience and contributions of over forty of the nation’s leading estate, financial, and retirement planning attorneys and advisors. This book is expected to create a major impact on the way readers plan for retirement and college funding by taking into account recent changes in legislation regarding estate and income taxes, modified IRS regulations concerning tax-deferred savings plans, and the changing face of Social Security benefits. Bo Brown was tapped for the Living and Learning project due to his accomplishments and wealth of experience in the field of financial planning.
The book is now available for purchase through his website with proceeds going to the Sukey & Bo Brown Charitable Trust, a trust founded by Bo and his wife.
PRESS RELEASE
M.K. BROWN & ASSOCIATES
FOR IMMEDIATE RELEASE
Bloomberg Names M.K. Brown & Associates in Top 500 Wealth Management Firms
(Dayton, OH – 21 September 2005) M.K. Brown & Associates, Inc. (mkbrown.com) is pleased to announce that Bloomberg’s Wealth Manager Magazine has listed them as one of the top 500 wealth management firms in the nation.
“We are proud to be on the list this year” said M.K. Brown & Associates' President Martin “Bo” Brown. “We’re always setting goals for ourselves and look forward to achieving this one again.”
Bloomberg Wealth Manager Magazine’s fifth annual ranking of leading financial advisory firms is based on the asset value of the average client relationship as of December 31, 2004. It is calculated by dividing the total client assets under management by the total number of client relationships. The data used for the ranking was taken from a questionnaire sent to firms and the data that those firms provided the Securities and Exchange Commission (SEC). Firms were identified through Bloomberg Wealth U.S. database and from other industry sources.
To qualify for ranking, firms had to be registered with the SEC, have a minimum of $50 million in assets under advisement and more than fifty percent of the firm’s client base must consist of "individuals" or "high-net-worth individuals" as defined by the SEC. Firms must also offer financial planning services.
PRESS RELEASE
M.K. BROWN & ASSOCIATES
FOR IMMEDIATE RELEASE
Elizabeth Rose, Daughter of Firm’s President, Joins M.K. Brown & Associates Team
(Dayton, OH – 08 September 2005) Dayton wealth management and financial planning firm M.K. Brown & Associates (mkbrown.com) announced that Elizabeth Rose, daughter of M.K. Brown & Associates' President Bo Brown, CFP®, would join the firm as an Assisting Wealth and Portfolio Manager. During her tenure at M.K. Brown, Ms. Rose will be directing business development and the building, supervision, and maintenance of client relationships.
Ms. Rose will also be working towards her financial planning designations and CFP® (CERTIFIED FINANCIAL PLANNER™) certification while employed at M.K. Brown & Associates. Mrs. Rose looks forward to her new responsibilities while learning the trade from her father and mentor.
“I’m looking forward to learning from the best. It’s a great opportunity.”
ADDITIONAL BIOGRAPHICAL INFORMATION ON ELIZABETH ROSE:
Elizabeth Rose graduated from The University of Dayton with a major in Finance. Prior to joining M.K. Brown & Associates, she was a financial analyst for the Miller-Valentine Group, a real estate design, building, construction, management, leasing and financing firm based in Dayton, Ohio. Elizabeth and her husband Eric were married last November in Fountain Hills, Arizona. She is actively involved with various youth soccer teams in the Dayton area and is currently the varsity assistant women’s soccer coach at Middletown Fenwick.