Mr. Brown has served as President of Brown & Brown Financial Services, Inc. (BBFSI) a registered Investment Advisory Firm and Brown & Brown Securities, Inc. (BBSI) a FINRA, SIPC broker/dealer since their founding in 1985.
Mr. Brown's Investment experience spans 54 years. Before 1985, Mr. Brown was employed by a major New York Stock Exchange Brokerage firm and successfully served as:
-- Vice President, Office Manager, in three different Sun Belt cities.
-- An Institutional Account Executive to corporate and municipal retirement accounts as well as professional investment managers.
-- An Investment Account Executive to individual and corporate investors.
He is a registered principal, a licensed securities broker and Insurance agent, and has achieved the designation of Certified Financial Planner.
Mr. Brown's formal education includes a Bachelors of Arts Degree from Stanford University followed by graduate study in business and communications.
Mrs. Bubel was graduated from Texas A&M University in 1982 with a Bachelor of Science degree in Finance. Upon graduation, she began her career in the investment/financial planning industry earning her Series 7 brokerage license in 1984. She joined BBFSI in October of 1987. Her 30+ years of formal education, work experience and micro computer expertise have enabled her to fulfill her responsibilities of maintaining corporate books, producing client reports, and conducting special investment research projects.
In her spare time, Laurie has demonstrated the ability to juggle various Treasurer duties for Lake Highlands United Methodist Church, as well as, teach Sunday School at LHUMC, and assist her husband with his CPA practice .
Mrs. Bubel is an officer of Brown & Brown Financial Services, Inc. and Brown & Brown Securities, Inc. and has her securities licenses with BBSI.
Ms. Alexis L Brown has lived in the Dallas, Texas area for most of her life. She attended The Hockaday School for 10 years. She was graduated, however, from Wilbraham Monson Academy in Wilbraham, MA. The cold Massachusettes winters led her to Tucson, AZ where she attended and received her undergraduate degree from the University of Arizona.
Alexis has twelve years of experience in the investment business beginning with The Calvert Funds in Bethesda, MD and Dow Jones in NY, NY. More recently, she was a Financial Advisor for Merrill Lynch and served on the trading desk at US Trust. In addition to her twelve years experience, she has been exposed to the investment business for much longer than her professional resume suggests. With a father in the investment business, while growing up, dinner conversations frequently, revolved around investments and watching Wall Street Week on Friday nights.
Ms. Brown is registered with both Brown & Brown Financial Services, Inc. and Brown & Brown Securities, Inc.
Mrs. Brown serves as a consultant to Brown and Brown Financial Services, Inc. and Brown & Brown Securities, Inc. She practices Law, specializing in Wills, Trusts, and Probate Law. She is also an experienced and active real estate investor. In addition, Mrs. Brown serves as a member of a Clinical Review Board for cancer trials providing expertise both from her professional background and experience as a cancer survivor.
A graduate of University of Texas at Dallas in Economics, Mrs. Brown graduated Magna Cum Laude. Her law degree is from Southern Methodist University.
Mrs. Brown is active in many Dallas cultural arts organizations, including the Dallas Opera and Dallas Theater Center. She was a founding member of the North Texas Breast Cancer Foundation which promoted Daylilies, a breast cancer support group.
Brown and Brown Financial Services, Inc. and Brown & Brown Securities, Inc. reserve the right to negotiate all fees and transaction charges to a level higher or lower than those quoted in this and other bulletins.
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