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R.L. Brown Wealth Management Employee Directory

Financial ServicesKentucky, United States0-1 Employees

R.L. Brown Wealth Management is a small financial services firm based in Lexington, Kentucky. It provides a range of advisory and planning services aimed at helping clients manage their finances through comprehensive financial planning and retirement income strategies. Its offerings include investment portfolio management, college savings planning via 529 plans, and planning for retirement accounts and trusts. The firm also supports risk management with life, disability, and long-term care insurance.

Investment advice is provided through R.L. Brown Wealth Management, a DBA of Keystone Financial Group, which is a registered investment adviser; the two entities are separate. Positioned in the financial services sector, the organization serves individuals seeking guidance on planning, asset allocation, education savings, and protection for their assets.

Find R.L. Brown Wealth Management employees' phone numbers or email addresses

R.L. Brown Wealth Management Global Highlights

Location
Employees

North America
17

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  • United States Of America
    17

R.L. Brown Wealth Management's Leadership

  • Stylized image of a person
    A. O.
    Paraplanner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. D.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. S.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. P.
    Executive Assistant
    Phone icon
    Mobile Phone

R.L. Brown Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from R.L. Brown Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. O.
    Paraplanner
    Phone icon
    Mobile Phone
    Dec 31, 2025
  • Stylized image of a person
    D. D.
    Financial Advisor
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    K. S.
    Financial Advisor
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    S. P.
    Executive Assistant
    Phone icon
    Mobile Phone
    Apr 25, 2025

Frequently Asked Questions

What is R.L. Brown Wealth Management known for?

Minus sign iconPlus sign iconR.L. Brown Wealth Management was founded in 2014 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-859-317-****
. Explore R.L. Brown Wealth Management's company overview page for more information.

What is R.L. Brown Wealth Management's most common email format?

Minus sign iconPlus sign iconR.L. Brown Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more R.L. Brown Wealth Management email formats with LeadIQ.

How many employees does R.L. Brown Wealth Management have currently?

Minus sign iconPlus sign iconR.L. Brown Wealth Management has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are R.L. Brown Wealth Management's key employees and leadership?

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As of July 2026, R.L. Brown Wealth Management's key employees include:

  • Paraplanner: A. O.
  • Financial Advisor: D. D.
  • Financial Advisor: K. S.
  • Executive Assistant: S. P.

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