Konrad BrownWEALTH ADVISER
Konrad's professional mission is to help each client spend more time doing what makes their life worth living. As a Wealth Adviser, Konrad works closely with families, entrepreneurs and high-net-worth individuals to pair them with financial strategies with the goal of effectively and efficiently preserving their financial security, legacy and lifestyle.
He believes that the key to providing elite service is fundamentally understanding a client's unique circumstances and tailoring a comprehensive financial plan that may help them maintain their wealth and achieve their financial goals. He relies not only on his own knowledge and experiences but the expertise of his team of specialists with 50 combined years of experience.
He holds the Florida Insurance License (FL-215) and securities registrations: Series 6, Series 63 and Series 65. He is a member of the National MS Society and enjoys lending his time to Habitat for Humanity, and Take Stock in Children.
Prior to joining United Capital, Konrad served as Financial Adviser for Northwestern Mutual.
Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Brokerage services offered through GS&Co., member FINRA/SIPC. GS&Co. and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.