For over 40 years, David Brown has been committed to educating clients so they will have the information needed to make intelligent financial decisions that will last a lifetime. His goal is for every client to be able to Protect, Grow and Enjoy their assets during their retirement years in the most efficient way by reducing risk, reducing taxes, and providing tax-free income. He has discovered over the years that people are longing to hear verifiable truth based on facts and not opinions. David learned early on in his career that the key to adding value was all about the process and not the financial product.

David is a Senior Managing Director with Redwood Tax Specialists and an Investment Advisor Representative with Redwood Private Wealth. Our highly credentialed team of experts combine their strengths to find every possible tax reduction for the high-income business owners and affluent individuals. Many of these same strategies are used to help those approaching or already in retirement understand their individual risk. We look at how the individual tax strategies will work from a holistic perspective, staying within the IRS guidelines to help build a solid tax reduction plan unlike anything you find on Main Street.

David is a lifelong resident of Upstate South Carolina. He has actively served as a leader in numerous community and church ministries over the years. For the last 32 years, David has been active in Rotary International whose motto is “Service Above Self”.

David is married and the father of three grown sons and the proud Poppa Dave to six beautiful granddaughters. In his spare time, David enjoys working on projects, hiking, outdoor activities, pickleball, travelling and spending time with family and friends.

“The avoidance of taxes is the only intellectual pursuit that still carries any reward.”

John Maynard Keynes