Daniel Brown is dedicated to helping families achieve lasting financial
well-being through expert advice and personalized service. Since beginning his investment career in 2007, Daniel has served clients at RBC Dain Rauscher, Chase Investment Services, and Wells Fargo Advisors. In 2016, he founded Miles Brown Asset Management, LLC to deliver tailored wealth management solutions.
Holding a certification in Financial Planning with a specialty in retirement income and investment management, Daniel also brings the perspective of a Bachelor of Science in Political Science, a Juris Doctor, and a Master’s degree. His philosophy centers on building enduring relationships by offering quality service, open communication, and thoughtful strategies for managing and growing family wealth.
Daniel’s goal is to be the trusted partner for clients seeking clarity, confidence, and long-term success in their financial lives.
Schedule a Consultation
Schedule a complimentary consultation to explore tailored wealth strategies designed to protect and grow your family’s legacy. Benefit from expert advice focused on your unique financial goals and experience personalized service you can trust.