Walton Brown

Walton Brown, also known as Buzz Brown, is a Senior Financial Advisor with Merrill Lynch Wealth Management based in the Oakland, California office. He has been managing investments for individual and institutional clients since 1998, bringing over 10 years of experience both at Merrill and in the financial industry overall. Brown focuses on providing personalized wealth management strategies that address the changing market conditions and the unique financial circumstances of his clients.

Brown’s expertise includes college education planning, divorce transition planning, family wealth management strategies, legacy planning, retirement income, socially responsible and values-based investing, and helping clients manage new wealth or personal retirement planning. He is particularly attentive to working with women who are newly divorced or widowed. He helps clients navigate complex financial situations such as sudden wealth, approaching retirement, and those requiring stock option, tax minimization, and estate planning strategies.

Brown holds a Bachelor of Science degree in Business Management from Pepperdine University and is a Personal Investment Advisor (PIA). A third-generation Californian with deep roots in Northern and Southern California, he lives in the Lincoln Highlands District of Oakland. Outside of work, Brown participates in community volunteer efforts and enjoys adventure sports such as biking, bungee jumping, hiking, rock climbing, skydiving, cooking, gardening, and spending time with his family.