As Co-Founder, Chief Operating Officer, and Director of Financial Planning at Tidecrest Wealth Management, Troy Brown is primarily responsible for creating comprehensive financial plans for clients and for overseeing the day-to-day operations of the firm. Troy specializes in assisting affluent families and individuals, particularly those with complex financial circumstances.
Troy has been working in the financial services industry since 2016. Prior to joining Tidecrest Wealth Management, he spent 8 years working as a financial advisor at Merrill Lynch Wealth Management. Over the years, he has obtained several professional designations, including the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Sports and Entertainment Accredited Wealth Management Advisor® (SE-AWMA®) designation. Additionally, he holds his Series 66 FINRA registration.
Before embarking on his career, Troy attended Cal Poly San Luis Obispo, where he laid the foundation for his journey in financial services. He is deeply motivated by the ability to serve others and provide insight into their financial situations. His goal is always to make a positive impact on someone's life, and he finds great satisfaction in doing so through providing sound financial advice. One of the aspects Troy most enjoys about his job is helping clients with something they were previously unaware of or assisting them in setting up a structure that benefits their lives. It's incredibly rewarding for him to be "in someone's corner" and have them know that he has their back. He firmly believes that the greatest values he can provide for his clients are financial direction and stability.
Originally from Tustin, California, Troy currently resides in Newport Beach with his wife, Lindsay, and their two sons. He is a Christian, and they attend Mariners Church. His faith and family are central to his life, and they continually inspire him to strive for excellence in his professional endeavors.