Aif® David-Louis Browne Ppc®

David-Louis Browne, AIF®, PPC®, has a diverse work experience in the financial industry. David-Louis began their career at First Financial Group, where they focused on financial advising, client services outreach, and marketing. David-Louis then joined Vanguard as a Brokerage Investment Professional before moving on to Tycor Financial Group. At Tycor, David-Louis held multiple roles, including Retirement Plan Account Manager and Financial Services Associate, where they managed a book of corporate retirement plan accounts, conducted plan reviews, and provided financial education to clients. David-Louis later joined Fisher Investments as a Retirement Counselor, where they worked with plan sponsors and administrators, assisted with retirement plan conversions, and educated plan participants on 401(k) offerings. Currently, David-Louis is employed at CAPTRUST as an Institutional Relationship Manager.

David-Louis Browne, AIF®, PPC® has a strong educational background in business administration and finance. David-Louis obtained a Bachelor's of Science in Business Administration from the University of Pittsburgh, where they gained a solid foundation in business principles. David-Louis continued their education at Messiah University, focusing on Business Administration and Management with a concentration in Finance.

To further enhance their expertise in the field, David-Louis Browne pursued a Master of Business Administration (MBA) degree in Finance from the University of South Florida. This advanced degree equipped him with valuable knowledge and skills related to financial management.

In addition to their formal education, David-Louis Browne has also acquired several professional certifications. David-Louis is an Accredited Investment Fiduciary (AIF), having completed the training from Fi360, a Broadridge company. David-Louis has also obtained the General Securities Representative (Series 7) certification from FINRA. Furthermore, they hold a Pennsylvania Life, Accident, and Health Insurance certification, authorized by the Commonwealth of Pennsylvania.

Moreover, David-Louis Browne has obtained the Professional Plan Consultant (PPC) certification from Fi360 (now Broadridge), which showcases their expertise in providing advice and guidance regarding employer-sponsored retirement plans. David-Louis has also passed the Securities Industry Essentials (SIE) Exam, demonstrating their knowledge of fundamental securities industry concepts. Additionally, David-Louis Browne holds the Uniform Investment Advisor Law Exam (Series 65) certification from NASAA and the Uniform Securities Agent State Law (Series 63) certification from FINRA.

With their comprehensive education and certifications, David-Louis Browne, AIF®, PPC®, is well-equipped to excel in the field of finance and provide expert financial advice to their clients.