Ryan Brown, CFP®

Ryan Brown, CFP®

Financial Advisor and Partner at Evergreen Wealth Strategies, LLC
Retirement Planning Specialist

Office: 618-628-3400
Mobile: 618-670-8350
Fax: 618-589-9494
E-mail:

Website: Visit my web site!

At Retirement Group
 

Ryan joined Equitable Advisors in 2002 after graduating from the University of Missouri-Columbia with a Bachelor of Science in Business Administration in Finance and Banking. Ryan holds the Certified Financial Planner™ certification.

In 2004, Equitable Advisors awarded Ryan the title of Retirement Benefits Specialist - Tax Sheltered Plans; as a member of the Retirement Benefits Group, he focuses on retirement planning for educational and non-profit organizations and businesses.

In 2014, Ryan joined Evergreen Wealth Strategies as a Partner. He also obtained the Retirement Planning Specialist title from Equitable Advisors in 2014 following his receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.

Ryan enjoys helping clients prioritize their financial strategies and develop goal-based solutions. “It’s all about having a meaningful conversation, identify potential problems, then implement and monitor solutions to help clients reach their goals,” he says.

An active member of his lifelong community, Ryan is highly involved in several organizations:
• Charter Member of The Rotary Club of O'Fallon Sunrise - Paul Harris Fellow
• Member – Saint Nicholas Parish Community
• Board Member of the O'Fallon Township High School Endowment Fund
• He is also a proud alumnus of Sigma Chi Fraternity, Xi Xi Chapter.

Ryan and his wife, Tracy, live in O’Fallon, Illinois, with their daughters Ava, Ally, and Andie.

Securities offered through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC.  Annuity and insurance products offered through Equitable Network, LLC.

CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact  Equitable atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Evergreen Wealth Strategies, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck