WEALTH ADVISOR, MARKET LEADER
SENIOR VICE PRESIDENT
Malcolm has specialized in serving the unique financial needs of high net worth and ultra-high net worth individuals and families for over 25 years. He provides leadership to our highly credentialed and experienced team of specialists in portfolio management, financial planning, trust and estate planning, business sale and transition planning, and family office services. Malcolm holds himself and his team accountable to gain a deeper understanding of his client’s specific goals, aspirations and concerns, and to recommend and continually monitor customized strategies designed with these goals, aspirations and concerns in mind. This process is not only supported by his team’s deep expertise, but also the highly attentive service and coordination of a full range of technical resources and capabilities to ensure the appropriate plan is implemented for each family.
Malcolm obtained his bachelor’s degree in Finance and International Business from Florida International University. He has been married to his wife Cristina Pardo Brown for over 30 years and they have three children. Malcolm and his family are involved in various local charities throughout South Florida. Malcolm and Cristina created Happy Spaces, a charitable organization that aims to design dream bedrooms for kids facing chronic or life-threatening illnesses where they can rest, relax, recover and enjoy. He is also an avid golfer and Miami sports fan.
|Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit|