Tracy Brown, MS, CFBS

Tracy Brown, MS, CFBS

Financial Advisor

As a licensed and experienced Investment Advisor Representative and serving as the Agency Pension Specialist for Asset Strategies Group, Tracy J. Brown advises clients on using assets of their typical investment portfolio to help create an income stream for retirement.  Mr. Brown utilizes age-old strategies to help ensure his clients are utilizing their employer sponsored retirement plans to the fullest before adding the supplemental options desired by retirees.  Whether it is utilizing a company sponsored retirement plan, state or federal pension or other alternative retirement plan, making sure that you are taking the most available to you is critical.  He not only looks at how to help grow your assets but most importantly help turn them in to income most efficiently.

Mr. Brown is licensed in and works with his clients in areas related to their investments as well as personal insurance needs.  Tracy provides a unique perspective on the topic of personal insurance due to his own personal story related to his own health conditions from birth and would be happy to share his story with you.

Mr. Brown holds Texas Life and Health Insurance Licenses, and is registered with FINRA as a Series 6, Series 63, and Series 65 Investment Advisor Representative.  He received his B.S. in Agricultural Systems Management and Business from Texas A&M University and his M.S. in Agricultural Education from Texas Tech University where he focused his research on how the everyday uncontrollable outside influences can affect small businesses in the agriculture sector and how to most economically mitigate against these risks.  He is able to take these same principals to assist clients of all sizes with their portfolios and can help to protect against ups and downs in our economy and market.

Throughout Mr. Brown’s career as a financial planner he received Leader’s recognition and Advisor of the year in 2015 with Park Avenue Securities.  In 2016 Eagles Lives leader and 2017 Leaders recognition with MML Investor Services.  In his spare time Mr. Brown enjoys spending time at his family farm in north Texas as well as his family ranch in south Texas, attending Texas A&M sporting events, volunteering with the Ronald McDonald House in his neighborhood and Dell Seton Medical School, helping Austin area youth learn the game of golf, as well as working on his own golf game.  He also enjoys spending time and enjoying all that the great city of Austin has to offer with his wife Casey who is a special education teacher in Pflugerville (especially the summers when she’s off) and their small dog Cooper! 

 

Tracy Brown is a registered representative and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. www.SIPC.org Supervisory Office:  317 Grace Lane, Suite 250, Austin, Texas 78746.  512-346-6020


 

Phone 512-637-6300
Fax 512-346-4723
Mobile Phone 979-204-8177