Dennis Brown

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Fairfield, CT 06824

Credentials

Series 63, Series 65

Industry experience

30 years

About

Dennis Brown is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has worked since 1994. Over his 30+ year career at Merrill Lynch, Dennis has advanced through various roles, including Senior Financial Consultant, Vice President, and First Vice President. He is a co-founder of The KBT&J Group, which provides financial guidance to individuals, multigenerational families, and business owners throughout different stages of their financial lives.

Dennis specializes in retirement benefits consulting and corporate benefit plans, holding several professional designations such as Certified Plan Fiduciary Advisor® (CPFA®), Certified 401(k) Professional (C(k)P®), and Certified Exit Planning Advisor (CEPA). His expertise encompasses corporate benefits, family wealth management strategies, personal retirement planning, and institutional consulting. He earned a Bachelor's Degree from Loyola University Maryland and holds a High School Diploma from Fairfield College Preparatory School.

In addition to his professional work, Dennis is actively involved in community organizations including Team Woofgang, The Cardinal Sheehan Center, The Center for Ignatian Spirituality at Fairfield University, and The Merton Center. He resides in Fairfield and engages in personal interests such as biking, boating, football, golfing, hiking, music, spending time with his family, traveling, and yoga.

Expertise

General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business succession planning

Occupation focus

Founder/Business Owner Executive

Work history

Bank of America, N.A.

2011 - Present (15 years)

Merrill lynch, pierce, Fenner & Smith incorporated

1995 - Present (31 years)

Disclosures

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