Wesley K. Brown

Wesley K.

Brown is a Nashville-born financial professional who currently serves as Chief Compliance Officer at Remnant Wealth, a boutique investment banking firm specializing in middle-market Mergers & Acquisitions. With a career spanning over 20 years, his expertise integrates tax planning, wealth management, and business exit strategy. His credentials and professional milestones include: Professional Designations Enrolled Agent (EA): The highest credential awarded by the IRS, authorizing him to represent taxpayers nationwide. Chartered Life Underwriter® (CLU®): A premier designation for life insurance and risk management. Chartered Financial Consultant (ChFC®): Advanced financial planning for individuals and small businesses. Certified Exit Planner (CExP™): Specialized certification for creating comprehensive business exit plans. Tax Planning Certified Professional® (TPCP®): A 2025 recipient, specializing in tax planning for estates, businesses, and final returns. Career Highlights Early Career: Started at First Financial Group in Bethesda, MD (2004), rising from intern to Senior Financial Advisor. Industry Leadership: Previously served as a Producing General Agent for a top-ten mutual insurance company and led Medicare Plan sales in Maryland for a Prudential start-up. Diverse Expertise: Served as a top-five real estate agent in Maryland, a mortgage lending department lead, a Lead Tax Expert at Intuit (TurboTax), and a Financial Coach (Mint). Innovation: Operates a digital investment platform utilizing fractional shares in managed portfolios. Education Undergraduate: B.S. in Business Management from Oakwood University. Graduate: MBA in Finance from Florida A&M University's School of Business and Industry.