Timothy Brown Email & Phone Number
Senior Financial Advisor @ Montis Financial
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Timothy Brown Location
- Boise, ID, US
Timothy Brown Work
- Senior Financial Advisor @ (December 2023 - Present)
- Family Officer @ 360° Family Office (August 2018 - December 2023)
- Managing Member @ 360° Wealth Resources (September 2012 - August 2018)
- Wealth Manager @ (January 2006 - September 2012)
Timothy Brown Education
- Pepperdine Graziadio Business School
Financial Management for the Family Office (Family and Consumer Sciences/Human Sciences Business Services)
2019-2019 - Investments and Wealth Institute
Certified Retirement Management Analyst (RMA) (Practical Retirement Income Solutions)
2016-2017 - Institute for Divorce Financial Analysts
Specialized training in the field of pre-divorce financial planning.
2011-2012 - Dimensional Funds
Dimensional Advisor (The Truth of Investment Performance 1936-present)
2011-2011 - UCLA Extension
Personal Financial Planner (Personal Financial Planning Curriculumn)
1982-1984 - San Diego State University
Business Administration and Management (General)
1978-1980 - Cleveland High School
High School Graduate (Football, Track & Fun)
1975-1977
Timothy Brown Skills
- Accounting
- Analysis
- Asset Allocation
- Asset Management
- Asset Managment
- Banking
- Budgeting
- Business Planning
- Business Strategy
- Cash Flow
- Compliance
- Corporate Finance
- Decumulation Expert
- Due Diligence
- E-money
- Equities
- Estate Planning
- Family Wealth Management
- Finance
- Financial Advisory
- Financial Analysis
- Financial Management
- Financial Modeling
- Financial Planning
- Financial Reporting
- Financial Services
- Fixed Income
- Forecasting
- Independent Financial Advice
- Insurance
- Investment Advisory
- Investment Banking
- Investments
- Managerial Finance
- Microsoft Office
- Microsoft Word
- Mortgage
- Mortgage Lending
- Mutual Funds
- Negotiation
- Portfolio Management
- PowerPoint
- Private Equity
- Research
- Retirement
- Retirement Benefits
- Retirement Planning
- Risk Management
- Securities
- Strategic Financial Planning
- Strategic Planning
- Tax
- Wealth Management
- Word
Timothy Brown Summary
- Timothy Brown, based in Boise, ID, US, is currently a Senior Financial Advisor at Montis Financial. Timothy Brown brings experience from previous roles at 360° Family Office , 360° Wealth Resources and First Financial Advisors. Timothy Brown holds a 2019 - 2019 Financial Management for the Family Office in Family and Consumer Sciences/Human Sciences Business Services @ Pepperdine Graziadio Business School. With a robust skill set that includes Accounting, Analysis, Asset Allocation, Asset Management, Asset Managment and more. Timothy Brown has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Timothy Brown?
Find contact details for 700 million professionals.
Others Named Timothy Brown
Timothy Brown
Partner - SEC Regulatory Matters Topic Team Leader
New York, NY, US
Timothy Brown
Chief Operating Officer
Nashville, TN, US
Timothy Brown
Director Of Maintenance
Tampa, FL, US
Timothy Brown
Chief Executive Officer and Founder
Mebane, NC, US
Top Montis Financial Employees
John Yanchek
CEO
Boston, MA, US
Adrian Ketri
Chief Compliance Officer
Boston, MA, US
Chris Assad
Financial Advisor
Boston, MA, US
Tucker Donahoe
Managing Partner
Boston, MA, US
Randall Schaible Jr
Financial Planner
Norristown, PA, US
Daniel Traub
Senior Financial Advisor
Natick, MA, US
Robert McGahan
Operations Associate
Boston, MA, US
Melissa Haganey
Operations Manager
United States
Jay Bragdon
Senior Financial Advisor
Woodstock, VT, US
Timothy Brown
Senior Financial Advisor
Boise, ID, US
Chris Tilden
Senior Financial Advisor
Manchester, NH, US
Chelsey Barker
Executive Assistant and Office Manager
Wakefield, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co