At Abundant Wealth Management, we believe the Financial Services Industry is broken. We have set-out to fix a broken industry; please check-out About Us section to learn how we do that. Tony Brown, CFP®, ChFC® is President and Founding Partner of Abuandant Wealth Management, and has over 28 years of experience in the financial services field. We started Abundant Wealth Management, an independent fee-based Investment Advisory firm in 2010. Prior to establishing Abundant Wealth Management, Tony worked as an Analyst, Consultant & Advisor to the financial industry with firms including Capitas Financial, Lincoln Financial Group & Aetna Retirement Services. He has worked closely with National & Regional Broker/Dealer firms for many years, including Morgan Stanley, UBS Financial Services & Wells Fargo Advisors.
Tony received his Bachelor’s degree of Economics & Accounting from The University of Massachusetts in Amherst, MA. He also holds the CERTIFIED FINANCIAL PLANNER™ and CHARTERED Financial Consultant™ designations. The CFP® professional designation is an extremely highly sought-after credential; which only approximately 10% of all financial services professionals possess.
In addition, Tony is a member of the Society of Financial Services Professionals and the Financial Planning Association. He is an active member of The Mankind Project, a Worldwide Men’s organization dedicated to the teachings of the mature masculine; www.mkp.org. He lives in Greenwich, CT with his wife and daughter. In his spare time, Mr. Brown keeps busy staying physically fit, and coaching his daughter's various sporting activities. He also loves to read a good book, and is constantly studying his craft.
David Stein joined Abundant Wealth Management, LLC in 2017. He is our Wealth Management Associate and Financial Planning Specialist. David has excellent client service skills and assists our clients with embracing our various technology platforms, while maintaining focus on the “White Glove” and interpersonal service model that differentiates our Mission Statement, which our clients greatly enjoy.
Prior to joining our team, David managed operations at a large financial services company, where he acquired excellent client services skills and a broad background in Wealth Management best practices. David is an invaluable partner in our client service model, and takes a deep personal interest in our clients’ success in reaching their financial goals and dreams.
David is a member of the Phi Theta Kappa honor society and an active member in The Mankind Project, a Worldwide Men’s organization dedicated to the teachings of the mature masculine; www.mkp.org. In his personal time, David enjoys practicing Martial Arts and loves to explore and travel whenever he can.