Brown Financial Advisory

Evan Hipp is a CFP® with two years of industry experience, currently serving as a financial advisor at Brown Financial Advisory. His prior work includes roles at Regions Bank, Cetera, Swan Capital, Primerica, and Blackwell Realty. Before entering finance, he served seven years in the United States Air Force. Brown Financial Advisory operates as a six-advisor team providing discretionary portfolio management and related services to individual clients, including high-net-worth households. The firm manages a concentrated client base with an average of approximately $1.7 million in assets under management per client.

Joshua Lancaster is a CFA® charterholder with 23 years of industry experience. He has worked at Brown Financial Advisory since 2018 and previously held positions at Warren Averett Asset Management, LLC and Kinsight, LLC. Brown Financial Advisory is a six-advisor team providing discretionary portfolio management and advisory services primarily to high-net-worth individuals. The firm manages a concentrated client base with approximately $468 million in assets under management across about 275 client relationships.

Harvey Hutchinson III is a CFP® with seven years of experience, currently serving at Brown Financial Advisory. He has held teaching and lecturing roles at Regent University School of Law, University of Virginia, and Emory University, where he instructs online courses in financial planning and accounting. Harvey also volunteers as a director for the National Association of Estate Planners & Councils. Brown Financial Advisory operates as a six-advisor team providing discretionary portfolio management and advisory services primarily to high-net-worth individual clients. The firm manages approximately $468 million in assets across about 275 client relationships, focusing on larger and more individualized portfolios.

Daniel Mcleod is a CFP® and ChFC® with 19 years of industry experience, currently serving at Brown Financial Advisory. He has been with Brown Mcleod, Inc. since 2010. Outside of his advisory role, he is co-owner and manager of Everything Scottish, LLC, a real estate management company. Brown Financial Advisory is a six-advisor team providing discretionary portfolio management and advisory services primarily to high-net-worth individuals. The firm manages approximately $468 million in assets across about 275 client accounts, focusing on concentrated, individualized client relationships.

Amy Smith is a CFP® with two years of industry experience, currently serving at Brown Financial Advisory. She worked for the Baldwin Board of Education for ten years before joining Brown McLeod, Inc. in 2023. Brown Financial Advisory is a six-advisor team providing discretionary portfolio management and advisory services primarily to high-net-worth individuals. The firm manages approximately $468 million in assets across about 275 client relationships, focusing on relatively concentrated portfolios and individualized service.

Mu Tin Wultsch is a CFP® certificant with nine years of industry experience, currently advising at Brown Financial Advisory. Prior to joining Brown Financial Advisory in 2022, Mu Tin worked at Charles Schwab and Schwab Private Client Investment Advisory from 2015 to 2017. The firm provides discretionary portfolio management and related advisory services primarily to high-net-worth individual clients, managing approximately $468 million across about 275 relationships. Brown Financial Advisory operates as a six-advisor team with documented investment processes and compliance practices, focusing on a relatively concentrated client base with personalized management.