Patrick Ford, CPWA®

DIRECTOR OF WEALTH MANAGEMENT

Patrick Ford joined Brown Wealth Management in 2007 after working at both UBS and Smith Barney. As Director of Wealth Management and CPWA® advisor, he provides customized financial advice to high-net-worth clients and their families. Patrick’s responsibilities include the design and implementation of client financial plans. He also acts as a primary relationship manager for Brown Wealth Management clients. Patrick provides the highest level of client service, clear communication, and practical guidance on a variety of subjects, such as Social Security, healthcare and retirement savings strategies.

Patrick earned his bachelor’s degree in economics from The University of Michigan and completed coursework at The London School of Economics. His studies emphasized macroeconomics, behavioral finance, and modern portfolio theory. He also holds the Certified Private Wealth Advisor® certification, administered by Investments and Wealth Institute and taught in conjunction with The University of Chicago Booth School of Business.

Patrick holds a Series 7 registration with LPL Financial and a Series 66 registration with LPL Financial and Stratos Wealth Partners, as well as a California (life and health) Insurance License.

Originally from Ann Arbor, Michigan, Patrick is a Michigan Wolverines fan. He enjoys spending time at home with his family, cooking, reading and fishing.

CA Insurance #OF82430

OUR TEAM

A commitment to excellence brought our talented team together as one independent firm.

Jeff Brown

PRESIDENT

Allison Williams, CFP®, CDFA®

CHIEF OPERATING OFFICER

Patrick Ford, CPWA®

DIRECTOR OF WEALTH MGMT

Tyler Morris, CPWA®

WEALTH ADVISOR, PORTFOLIO MANAGER

Irene Zawasky

CLIENT SERVICES SPECIALIST

Colin Domonoske

WEALTH MANAGER ASSISTANT

Glad Elevado

CLIENT SERVICES ASSISTANT

Bob Wolter

BUSINESS DEVELOPMENT PARTNER