Consuela D. Brown

Registered Planning Assistant to Mark Swartz

With over 30 years of experience in the financial service industry, I have developed a results-oriented, high-energy, hands-on approach to client service. My focus is always on the clients first…their needs and overall experience here at Ascend Planning & Consulting, LLC.  My career has included working in banking centers, investment and insurance firms, so I have a broad understanding of the industry and I use this knowledge to provide proactive and responsive client service.  I am a registered para-planner and as such I enjoy using the new technological tools to provide our clients with their complete and comprehensive financial picture.   I am also a financial literacy advocate and enjoy volunteering in my community to teach personal money management skills.

  • BS Management – Claflin University

 

Consuela Brown is registered with Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC, and provides administrative support services only. 

Consuela Brown
  • https://www.facebook.com/ascendpc
  • https://www.linkedin.com/company/ascendpc/
 (703) 205-0401