Sarah Brown

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Monroe, GA 30655

Credentials

Series 66

Industry experience

< 1 year

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Retirement withdrawal strategies Wealth management Business ownership considerations General estate planning guidance

Occupation focus

Founder/Business Owner

Work history

Edward Jones

2025 - Present (1 year)

Edward Jones

2022 - 2025 (3 years)

Georgia College & State University

2021 - 2024 (3 years)

Peachy Keen

2020 - 2023 (3 years)

Walton County School District

2010 - 2021 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Mark L

Series 66

Monroe, GA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance

Shallan F

Series 66

Loganville, GA

Edward Jones

Retirement income strategy Business exit / sale strategy Business ownership considerations General estate planning guidance Wealth management Military & Veterans Founder/Business Owner

Sandra M

Series 66

Bogart, GA

Edward Jones

Retirement income strategy General retirement planning Retirement withdrawal strategies Business exit / sale strategy General estate planning guidance

Ty G

CFP®, Series 66

Statham, GA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Inheritance planning Founder/Business Owner

Matthew C

Series 66

Statham, GA

Merrill

Matthew Currie serves as the Resident Director and Wealth Management Advisor with ARH Wealth Management Group at Merrill in Athens, Georgia. Since joining the team in 2013, he has developed extensive expertise in retirement plans and is part of a select group of Merrill advisors qualified to assist business owners with employee benefit plan design and maintenance. In 2023, Matthew was appointed Resident Director, adding office management responsibilities to his advisory role. He was also recognized as a member of the ARH Wealth Management Group on the 2023 Forbes “Best in State Wealth Management Teams” list. Matthew’s areas of focus include executive compensation, family wealth management strategies, institutional and corporate benefit services, legacy planning, liquidity management, portfolio management services, and tax minimization. His professional designations include CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist™ (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a bachelor’s degree in Business Management from the University of Georgia. Outside of his professional work, Matthew is active in the Athens and Oconee County communities, coaching Little League baseball and youth basketball and serving on the board of Mercy Health Center. He resides in Oconee County with his wife, Sarah, and their three children. Matthew enjoys golfing, playing guitar, songwriting, running, and reading in his spare time.

Retirement plans for business owners (SEP, solo 401k) Wealth management Social Security optimization Life insurance needs analysis Long-term care insurance Founder/Business Owner Executive Parents Established Professionals

Reese F

Series 66

Monroe, GA

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Wealth management
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