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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Dustin Brown is a Client Relationship Manager with Oxford Financial Group, Ltd. In this capacity, Dustin works closely with his clients to meet their financial planning needs, assisting with recommendations and implementing their investment strategies.
I believe the best way to get to know a client’s financial goals is through listening, which fosters the foundation for strong, lasting relationships. By learning more about each client and their aspirations, I am able to translate their goals into a unique strategy to guide them along their financial journey.
Prior to joining Oxford, Dustin served as Trust Associate at J.P. Morgan Private Bank in Indianapolis. In that role he managed the day-to-day trust activities including monthly account reviews, daily transaction reviews and processing.
Dustin received his Bachelor of Science in Psychology from Ball State University. He went on to receive his J.D. from the Indiana University Robert H. McKinney School of Law. He has held the FINRA Series 7 and Series 63 licenses and was licensed to practice law in Illinois.
In his free time Dustin enjoys watching and playing sports, cooking and baking. He loves spending time with his three daughters and is a volunteer coach for their soccer teams through the Carmel Dad’s Club.