Kevin Brown

Kevin Brown, CFP®, CIMA®, has a diverse and extensive work experience in the financial industry. Kevin began their career at SunTrust Bank in 2000, where they served in various roles including Investment Manager and Vice President of the 401k Education Group. In these positions, Kevin was responsible for developing investment strategies, conducting investment reviews, and providing education to plan participants.

Kevin then joined Regions Financial Corporation in 2012 as Vice President and Business Development Officer, where they focused on expanding the company's business growth. Kevin's next role was at Aon in 2014, where they served as an Associate Partner and Sales Director for Retirement Services. Here, they were responsible for driving sales and growth, working with various stakeholders, and closing new business.

After their time at Aon, Kevin moved on to USI Consulting Group in 2022 as Vice President of Retirement Plan Services. In this role, they utilized their expertise to provide retirement plan services to clients.

Currently, Kevin is working at Dimensional Fund Advisors as a Regional Director for Institutional Investments. In this position, they are responsible for managing and developing relationships with institutional clients.

Overall, Kevin Brown's work experience showcases their expertise in investment management, business development, sales, and retirement plan services.

Kevin Brown, CFP®, CIMA® attended the University of Florida, where they received their education. Kevin obtained the Certified Investment Management Analyst® (CIMA®) certification from the Certified Investment Management Analyst® institution in August 2009. Additionally, they hold the Certified Financial Planner (CFP) certification from the CFP Board. Kevin also obtained certifications in Series 63 and Series 7 from FINRA.