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Carlton Brown profile image

Carlton Brown

Vice President, Investments at Raymond James
Intro Book
Seasoned financial professional with expertise in asset management, wealth management, and retirement planning.
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Location
United States, US
Skills
  • Asset Management
  • Wealth Management
  • Retirement Planning
  • Investment Advisory
  • Financial Planning
  • Show all
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Bio

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Carlton Brown is a seasoned financial professional with over 20 years of experience in asset management, wealth management, and retirement planning. He has held various roles, including Vice President of Investments at Raymond James and Financial Consultant at Wells Fargo Advisors. Brown holds a Doctor of Law (JD) from The College of William and Mary - Marshall Wythe Law School and is a certified Attorney and CFP professional.

Credentials

  • Attorney
    Virginia State Bar
    Oct, 1989
    - Jun, 2026
  • CFP® professional
    CFP Board
    Feb, 1987
    - Jun, 2026

Experience

  • Raymond James
    • Richmond, Virginia Area
    • Vice President, Investments
      • May 2014 - Present
      • Richmond, Virginia Area
  • Wells Fargo Advisors, LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Consultant
      • Apr 2008 - May 2014

    • Estate Planning Specialist
      • Mar 2003 - Apr 2008

  • Genworth
    • Richmond, Virginia Area
    • Life Insurance Sales Director
      • Feb 1996 - Mar 2003
      • Richmond, Virginia Area
  • Spinella, Owings & Shaia, P.C.
    • Richmond, Virginia Area
    • Attorney
      • Jun 1991 - Feb 1996
      • Richmond, Virginia Area
  • Fox, Wooten & Hart, P.C.
    • Roanoke, Virginia Area
    • Attorney
      • Aug 1989 - Oct 1990
      • Roanoke, Virginia Area
  • Penn Mutual
    • Greater Atlanta Area
    • Financial Planner
      • Sep 1984 - Mar 1985
      • Greater Atlanta Area
  • Charles Schwab
    • San Francisco Bay Area
    • Account Executive
      • Sep 1983 - Sep 1984
      • San Francisco Bay Area

Education

  • 1986 - 1989
    The College of William and Mary - Marshall Wythe Law School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Asset Management”

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