Neil
Brown, CPA,
CFP®
Neil Brown
currently advises clients at Burkett Financial Services (BFS) on a wide variety
of personal financial planning issues, including distributions, retirement,
income tax, insurance, education, investments, and estate tax. Prior to joining
BFS, Mr. Brown headed the financial planning department at a large fee-only
financial planning firm. Prior to that, he was a senior consultant with the
Carolinas Financial Counseling Services Practice of Deloitte and Touché, where
he spent the majority of his time advising executives and employees of a Fortune
500 company on retirement, insurance, investment, income, and estate planning.
In addition to his
membership in several CPA and financial planner organizations, Mr. Brown was
also the Program Coordinator for the CFP® Certification Education
Programs at Midlands Technical College and the University of South Carolina, as
well as a national instructor for Keir Educational Resources’
CFP® review. He has also been quoted in and authored
articles for various financial-planning publications.
Mr. Brown received
both his bachelor’s degree in business and his Master of Accountancy from the
University of
South Carolina.