bob brown
Bob Brown, CFP®, ChFC®, CEPA® Owner, WillowTree Financial Solutions Wealth Manager, RJFS

Bob Brown is a Wealth Manager with Raymond James, in Medford, Oregon. He helps his clients feel confident, connected and in control of their financial life. He believes the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time. Families are important to Bob, and he is devoted to helping each family build a lasting financial legacy.

Bob provides each of his clients with a comprehensive financial plan that is customized to their goals and dreams. He specializes in succession planning for business owners, and financial planning for families with special needs. Bob is a CERTIFIED FINANCIAL PLANNER™ Professional since 2014.

Bob employs the vast resources of Raymond James, one of the largest independent financial services firms in the nation, to bring the right expertise and tailored financial solutions designed to meet his clients’ specific needs. He works diligently to meet his clients’ expectations with quality customer service and the intention of being their trusted wealth advisor for life.

Prior to beginning his career in financial services in 2005, he worked in Pastoral Ministry for 25 years. Bob graduated in 1981 from Biola University with a BA. He earned his MDIV in 1984 from Talbot Seminary. In 2016, he completed an MBA in Financial Planning from Cal Lutheran University. Bob is a member of Kingdom Advisors, earning his CKA (Certified Kingdom Advisor) designation. In addition to his education, Bob earned two other designations, the ChFC® (Chartered Financial Consultant®) and CEPA® (Certified Exit Professional Advisor®).

Originally from Brooklyn, New York, Bob and Pam serve as volunteer Shepherds for Standing Stone Ministry, where they come alongside of Pastors and wives to encourage and support them. Bob has been married to Pam, for 42 years, has four married daughters, and 14 grandchildren, with number 15 coming in July.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James is not affiliated with any of the companies mentioned.