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Advisor Spotlight - Jeremy Brown

Posted by Kristine Provetto on 2/10/22 12:51 PM

Each month Vanderbilt Financial Group features an Advisor in the Vanderbilt family who exhibits the VFG values of Gratitude, Respect, Innovation, Teamwork and Trust on a consistent basis. These values impact their work with clients and VFG staff, and ultimately pushes for an excellence in their business practices that is unparalleled and incredibly unique. Beyond high-level producers, these Financial Professionals offer sage advice and best practices for boosting your business on your terms according to your values.

Can you please give us a little information on your background, and why you chose to embark on a career in the financial services industry?
JBTreeHaving been licensed since 2006, my inspiration for embarking on a career in financial services was due to my grandmother being taken advantage of, with her life savings being stolen, by an unscrupulous advisor. As my grandmother was getting up in age, she would consistently talk about how her life would be different if she had that money. After being laid off from the telecommunications industry, I decided to make a difference in the lives of people from a financial standpoint. Using one of my grandmother’s lessons of life, “when you know better, you do better”, I decided to become securities licensed as a financial advisor to ensure no one that I come in contact with would be taken advantage of financially. Many people are told to save for a rainy day, but just aren’t taught what that looks like. I like to educate those that don’t “know better”.

What are your favorite books and authors?  How did they shape your thoughts when you first read their books and how do they continue to shape them?

kickboxing pic

Coming from a family of ministers, one of my philosophies in working with my clientele and potential clients is from a biblical standpoint. I treat others like I would like to be treated, with dignity and respect regardless of their financial knowledge level. The second comes from my experience as a runner & gym instructor for many of the same principles apply. No one gets in good physical shape in one week, just like no one gets in good financial shape in one week. Both physical and fiscal fitness have better/lasting results when done over time.  In financial matters, I like to compare it to a marathon. It’s not how you start the race, it’s how you finish. There will be some hills up and down, there will be some pain, but don’t give up! Furthermore, I believe there is a difference between a client and a customer. A client is someone that you have ongoing communication and interaction with, or relationship based. A customer is someone that you provide a temporary product or service to and is only transaction based. The people that I do business with are clients!

What would you say are the areas your practice specializes in? 

retirement_financial_planning1In my practice, I work with those individuals that are in pre-retirement and those that are retired already.  It’s great to build portfolios for clients to support their desire to achieve their retirement goals.  Everyone works hard for their money, but I want to give my client’s money a job working for them.   It’s just as great to help people stay retired comfortably.  This is probably the more important phase of working with clients as most people’s greatest fear is running out of money.  It’s my responsibility to ensure them that they will be ok as long as they make sound financial decisions, especially in retirement.

If you could offer a piece of advice to a young Financial Advisor just starting in the business, what would it be?
For those individuals looking to join the financial services industry or young advisors, I highly recommendco_0208_today_NLP that you take the time to listen to those you meet with. We have two ears and one mouth, so we should listen twice as much as we speak. What are they really telling you? Most are saying to not only make them money with their investments, but let them know they are not alone on their financial journey.  Let them know you will be there every step of the way. Keep it plain and simple, don’t confuse them with industry jargon just to prove you know more than them. Last but certainly not least, always be honest with them!
What are you interests outside of work?
When I’m not working for my clients, (as mentioned earlier) I enjoy playing/watching basketball, running the occasional half marathon/10K, working out, and spending quality time with those close to me. Family is important so let them know they are important to you. I have run 4 full marathons, approximately 30-35 half marathons, and a dozen 5K/10Ks. Unfortunately, due to the pandemic the gym I used to teach kickboxing at closed but I taught there for 3 yrs. Also I stay very active in the local community by volunteering to several non-profit organizations. As a Rotarian for over 13 years, I work primarily with the high school version of Rotary called Interact. I try to mentor and be a positive influence in their life especially with our leadership camp called RYLA. I also have been on the board of our local YMCA branch for 7 yrs, 4 as board chairperson. It's great to be a part of an organization that does so much to help everyone in the community from its preschool program to the seniors that love the social interaction and physical fitness programs. Lastly, I was asked in 2021 to be a part of the board for the Cabrillo Marin Aquarium. Sometimes I take for granted the delicate natural balance between land and sea because I live so close to the ocean. This aquarium is focused on education of elementary age children as well as the ecological impacts of plants and sea life on the west coast. I have learned so much about the importance of kelp, sea urchins, whales, and various other sea life in the last 10 months, that I no longer look at the ocean the same way. While all of these non-profits take time from the business (and some money) it also garners access to speak to more people on my passion for helping others financially.  



If you could meet one famous person, past or present, who would it be and why?

If I could meet one famous person, it would be Bruce Lee. The principles that Bruce lived by are very inspirational not only in his martial arts skills, but his life skills. He believed as I do, that you can achieve anything if you work hard at it and practice, practice, practice. One of my favorite quotes is: “Empty your mind. Be formless, shapeless like water. You put water in a cup, it becomes the cup. You put water in a bottle, it becomes the bottle. You put water in a teapot, it becomes the teapot. Now water can flow, or it can crash. Be water my friend.” What this says to me is to be opened minded and flexible. Be willing to learn new things. Although some may see you as weak, use your mind and your power to show how strong you really are.



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