Sara Grillo

MAY 23, 2022

Cody decided to become an advice-only financial planner, avoiding managing assets for clients and focusing instead just on the service of financial planning because he feels that is where the greatest value of a financial advisor lies. No business plan, no. He does not take discretion of client assets. Yeah, okay.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Brown Advisory

FEBRUARY 13, 2017

With a well-vetted business plan, she came to us for guidance on how to proceed. Our next priority was to ensure Sharon’s estate plan was in place and up to date. Additionally, as part of the review, we implemented a thoughtful succession plan and updated her personal and liability insurance.

Clients 52

Clients Planning Portfolio Investments 52

Brown Advisory

FEBRUARY 13, 2017

With a well-vetted business plan, she came to us for guidance on how to proceed. Our next priority was to ensure Sharon’s estate plan was in place and up to date. Additionally, as part of the review, we implemented a thoughtful succession plan and updated her personal and liability insurance.

Clients 52

Clients Planning Portfolio Investments 52