Tyler Brown
Wealth Advisor
Background & Experience
Tyler is an experienced advisor with over 13 years in the financial services industry. He spent several years working closely with high-net-worth and ultra-high-net-worth families to develop personalized & complex strategies for their financial goals that he now brings to the mass market and affluent investor.
Tyler specializes in retirement and income planning, as well as legacy planning designed to support efficient wealth transfers across generations. His approach blends technical expertise with a genuine commitment to helping clients achieve lasting financial confidence and clarity.
He earned his bachelor’s degree from Florida Gulf Coast University and holds multiple insurance licenses and is a registered Investment Advisor Representative.
Away from the office, Tyler enjoys spending time with his wife and their three children, staying active, and finding ways to make a meaningful impact in his community.
THE T BROWN WEALTH SERVICES ADVANTAGE
Why Choose Our Wealth Advisory Services?
Strategic Wealth Growth
We design personalized investment strategies utilized by Private Banks and Wealth Strategists that are normally reserved for High Net Worth Individuals with every single client that we engage with.
01
Asset Protection
Our approach focuses on minimizing risk through diversified institution level portfolios, active risk management of your financial assets, and constant communication with our clients.
02
Peace of Mind
Empower yourself with the knowledge and tools to build wealth that lasts, allowing you to focus on what truly matters.
03
Long-Term Planning
We align our services with your goals and dreams in mind, while keeping an eye on future obstacles and steering those plans to avoid future taxation and income shortfalls.
04
Why a SmartVestor Pro?
The Ramsey Investing Principles:
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Invest 15% of Your Income
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Diversify Your Portfolio
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Keep a Long-Term Perspective
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Work With a Financial Advisor
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At Medallion Financial Resources, we align with Dave Ramsey’s mission to help people pursue financial peace. And we serve our clients with the heart of a teacher. That’s why Tyler Brown is proud to be a SmartVestor Pro and is here to help you craft a plan that reflects your values and vision.
We believe that everyone should have access to values-based financial guidance that empowers you to reach your goals while staying aligned with your faith and principles.
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Members of the Ramsey SmartVestor program are well-versed in Dave Ramsey’s 7 Baby Steps. At Medallion Financial, we’re passionate about helping people use those principles to create a plan for their financial future. Each Pro agrees to a Code of Conduct showing they believe in the same general approach to building wealth and saving for retirement. Ramsey even has a team that works with every SmartVestor Pro to make sure they meet Ramsey’s high standards of customer service.
*SmartVestor™ is an advertising service for investing professionals. Advertising fees are not connected to any commission, portfolio, service product, or other service offered or rendered by any SmartVestor Pros. SmartVestor Prosare subject to an initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other professional advice. Ramsey Solutions does not receive, control, access or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of SmartVestor Pros and makes no claim or promise of any result or success of retaining a SmartVestor Pro. Your use of SmartVestor, including the decision to retain the services of any SmartVestor Pro, is at your sole discretion and risk. Any services rendered by SmartVestor Pros you contact are solely that of the SmartVestor Pro.
Our Wealth Advisory Services
1 hr
1 hr
1 hr 30 min