Arlyne Brown

Financial Advisor, Financial Planning Specialist

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Arlyne Brown

MY MISSION STATEMENT

Working with you to help preserve and grow wealth for your long-term goals

My Story and Services

Arlyne Brown

As a seasoned professional with more than 25 years of industry experience, I provide customized strategies to individuals, families and small business owners with a special focus on wealth management services for women, divorcees and widows.  I strive to deliver comprehensive planning and a commitment to outstanding service with passion and integrity.  I began my career in financial services in 1981 as an options trader for  a regional firm in Los Angeles.  Over the years, I worked at several firms, including E. F. Hutton, Jefferies and Company, and J P Morgan Chase.  I joined Morgan Stanley in 2009 and I most enjoy the opportunity to share my institutional knowledge with individuals and families and build more personal relationships with my clients.  My mother, Evelyn, has been my inspiration throughout my life, as she survived World War II in the Philippines, came to America and became a physician in the 1950's.  She raised the five of us with the values of strength, determination and fortitude to overcome life's biggest challenges.  I myself survived a head on collision, cancer and divorce.  I can easily empathize with my client's challenges and provide appropriate guidance to help achieve their specific goals.  My passion for helping people is equaled only by my dedication to family and community.  I am the mother of three grown children, grandmother to one, and an active volunteer at my church.  I currently serve as a Board Member of the San Diego Women's Foundation, a nonprofit organization focused on collective philanthropy to benefit underserved communities.  Originally from Los Angeles, I now live in Encinitas.  In my free time, I play golf and practice yoga.

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Services Include

  • Wealth Management
  • 401(k) Rollovers
  • Annuities
  • Asset Management
  • Divorce Financial Analysis
  • Estate Planning Strategies
  • Financial Planning
  • Fixed Income
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance
  • Municipal Bonds
  • Retirement Planning
  • Sustainable Investing

Securities Agent: AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, MA, MD, MI, MO, NJ, NV, NY, OH, OR, PA, SC, SD, TX, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1255520


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Awards

Awards

  • Morgan Stanley Pacesetters Club, 2012, 2013, 2015, 2016
  • Best Wealth Manager, Ranch and Coast Magazine, 2014, 2018
  • Five Star Wealth Manager, San Diego Magazine, 2016, 2017, 2018, 2019

Location

Location

  • 6041 La Flecha, Po Box 415
  • Rancho Santa Fe, CA 92067


    Education

    Education

    • MBA - Finance, University of Southern California, Los Angeles, CA
    • BA - Economics, UCLA, Los Angeles, CA
    • Series 3, 7 & 66 Licensed
    • CA Insurance Lic. #0G85478
    • New York Insurance Lic. #LA-1212766
    • University of Paris (La Sorbonne), Studied French Language and Culture

    Associations

    Associations

    • Kappa Alpha Theta Fraternity
    • UCLA Alumni Association
    • USC Alumni Association
    • Board Member, The San Diego Women's Foundation
    • North County Estate Planning Council

    Experience

    Experience

    Present: Morgan Stanley*
    Financial Advisor
    Rancho Santa Fe, CA

    J P Morgan Chase

    Phoenix, AZ

    Insurance Company of the West

    San Diego, CA

    Jefferies & Company, Inc.

    Los Angeles, CA

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Arlyne Brown today.

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    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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