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Rachael Elaine Brown

Heartwood Wealth Advisors, LLC

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About Rachael Elaine Brown

Rachael Elaine Brown is an investment advisor representative with Heartwood Wealth Advisors, LLC in Richmond, Virginia. She has been in the financial services industry since 2005 and has a Series 7, 63, and 65 license. Rachael is a highly experienced advisor who specializes in financial planning, pension consulting, portfolio management, and educational seminars. She is committed to providing her clients with the highest level of service and guidance.

Firm Information

Rachael Brown is currently registered with Heartwood Wealth Advisors, LLC. Heartwood Wealth Advisors, LLC is an investment advisor based in Richmond, VA. They manage approximately $1 billion to $10 billion in assets and offer a variety of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals. They also offer selection of other advisers. The firm primarily serves high-net-worth individuals and pension and profit-sharing plans.
Heartwood Wealth Advisors, LLC

9020 STONY POINT PARKWAY

RICHMOND, VA 23235

$1.13B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rachael Brown’s Registration & Firm History

VA

04/17/2024 - Present

Heartwood Wealth Advisors, LLC (RICHMOND VA)

GA

03/15/2005 - 10/16/2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 04/17/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/22/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/14/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rachael Elaine Brown.
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