Kristie Brown

Kristie Brown is a Vice President and Senior Financial Advisor with the Special Needs Team at Merrill Lynch Wealth Management. In her role, she functions similarly to a chief operating officer, managing a diverse set of responsibilities that include overseeing daily team operations, marketing, hiring, training, trading operations, business process improvements, and mentoring. Her focus is on enabling her team to deliver a unified client experience dedicated to the long-term financial well-being of individuals with special needs and their caregivers. Kristie collaborates closely with other special-needs professionals and family members to provide tailored financial advice and guidance.

Kristie began her career at Merrill Lynch as an intern in 2011, joining the Special Needs Team full-time the following year, and has since taken on increasing responsibilities within the team. She holds a Bachelor's degree in Business Administration with a concentration in Finance from California State University – Stanislaus and maintains the Personal Investment Advisor (PIA) designation. Kristie's experience includes legacy planning, liquidity management, new wealth management, portfolio management services, special needs planning strategies, and women and wealth.

Outside of her professional life, Kristie lives in Escalon, California, with her husband, Ryan, their two sons, Karson and Nolan, and their maltipoo, Bailey. She enjoys spending time with her family and friends, as well as outdoor activities such as camping and beach outings.