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Paul Brown

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Paul Brown | Financial Planner | Connected Wealth Management

Paul Brown CFP®

Founder, Financial Planner

In November 2017, I left a successful practice at a large national, bank owned brokerage office to build something different- an independent, boutique office that would put people and their passions, before investment products and company goals. From this vision, Connected-Wealth was born and continues to thrive!

I graduated with honors from the University of Michigan with a BA in Communications. After working briefly in the film industry, I began my career in finance. To further my abilities as a practitioner, I obtained the CERTIFIED FINANICAL PLANNER™ designation and am a proud member of CFP® Board and the Financial Planning Association, serving as the director of pro bono initiatives in Charlotte.

Outside the office, I serve as a mentor and math tutor to students at Rama Road Elementary through Heart Math, a Charlotte based non-profit. In addition, I regularly co-lead and teach a small group of adorable 3-5 years old at City Church Charlotte. As a former college athlete, I still love to venture out to the track or trails to run and have also been known to be highly competitive in family games of Monopoly!

Connected Wealth Management

4777 Sharon Road,
Suite 540,
Charlotte, NC  28210

Main: 704-912-5088
Text: 704-686-8445
Fax: 980-972-0787
Email: paul@connected-wealth.com

     

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Securities offered through LPL Financial, Member FINRA/SIPC. Connected Wealth Management is a marketing name for Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

The LPL Financial representatives associated with this website may only discuss business with residents of states I which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

  • LPL Financial Form CRS
  • Independent Advisor Alliance’s Form CRS
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