About Us
James Brown III
Wealth Management Advisor
I am a Wealth Management Advisor with over 20 years of experience in the Financial Services Industry. Originally from Smithfield, VA, I moved to Washington, DC to attend Howard University where I received my BBA in Finance. Upon graduation, I accepted a position with the Freddie Mac. In order to satisfy my desire to further my education, I decided to pursue my MBA. Two years later I returned to Howard University where I earned a MBA with a Concentration in Finance.
Following the completion of my MBA, I accepted a position with PricewaterhouseCoopers in the Washington Federal
Practice. I spent four years with PwC before joining Ernst & Young’s Government and Public Sector Practice. It was while
working with these two companies that I had the opportunity to serve as a consultant to some of our country's largest
government agencies and Fortune 500 companies. In May 2012, I decided that my educational background and passion
to help others would be best utilized in the financial planning arena and joined Northwestern Mutual Wealth Management
Company as a Financial Advisor.
Early in 2023, I joined First Financial Group. In this role, I help my clients and their families achieve financial security through
a variety of planning strategies. I currently manage a book of business with over 400 clients across the United States.
It is my mission to help my clients build, protect, and maintain generational wealth through strategic and tax
efficient financial planning.
Meet The Team
Knowledge is power.
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.