Total Investment Management

HistoryI have been a financial advisor for the past 8 years, starting in 2014. Before becoming an independent advisor at DM Brown Financial Services in 2022, I worked at Edward Jones for 8 years. Now that I am a partner at DM Brown, I am able to service my clients even better than I ever have with more investment options, resources, and financial planning tools.SpecialtiesMy areas of focus are personal finance, self-employment retirement plans, small business and large company retirement plans, annuities, estate considerations, wealth transfers, long-term care and life insurance.

Avellie Wealth Management LLC is a boutique financial advisory firm located in Scottsdale, Arizona, dedicated to providing customized financial plans and investment portfolios tailored to each client's unique circumstances. As a fiduciary, Avellie prioritizes the long-term interests of its clients, establishing relationships built on trust and transparency. The firm offers a range of services, including financial planning, investment management, tax planning, and legacy planning, all designed to enhance the financial well-being of its clients. Avellie prides itself on its thorough research and ongoing monitoring of client portfolios, ensuring that investment strategies adapt to changes in individual circumstances. Generated from the website