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.