C. Whitney Brown, Jr. , CFA, CIC

Financial Advisor, Branch Office Manager, Managing Director

Whitney handles executive management of his team and heads investment strategy and portfolio management. He actively works with clients and runs the investment process. He is dedicated to delivering results and providing a great experience for his clients. The most important part of his relationships with his clients is active listening. He is detail-oriented and is passionate about helping clients understand how their financial assets can impact their lifestyle and legacy. He’s skilled at breaking down concepts, putting clients’ financial positions in context, and setting expectations.

Experience:

  • Dixon, Hubard, Feinour & Brown, Inc., Lead Managing Director

Education/Certifications:

  • The University of Chicago, MBA
  • The University of Virginia, BS
  • Chartered Financial Analyst® designation
  • Chartered Investment Counselor (CIC) designation
  • Series 65