Bert Browen Email Address

Financial Advisor

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My venture into the securities industry began with a desire to help people fulfill their financial goals. This journey began in 1984 at Northwestern Mutual Life where I worked as a College Agent. One year later, I went to work for Merrill Lynch as an Account Executive. In 1985, I joined US Bank as an Investment Officer, before transitioning into a Senior Vice President and Sales Manager position where I oversaw the operations of the Idaho/Utah regional investment sales program. I joined the team at Addison Avenue Investment Services in 1999.As a Financial Advisor, I specialize in helping clients with their financial needs. I believe that people generally save for three things: Education, retirement and “stuff”. Because retirement is the area that typically requires the most money, it is understandable that many people are apprehensive at the thought of saving for their retirement nest egg. For this reason, I make it a point to take the complicated world of finance and present it to my clients in a way they more clearly understand. On a personal note, I am a graduate of Boise State University with a Bachelor’s Degree in finance. Outside the workplace, I am strong believer in educational advocacy. I regularly sponsor reading contests through the local school district and volunteer as a high school speech competition judge for the Idaho Academic Decathlon.