Wes Brown serves the Santa Barbara and San Luis Obispo communities in his role as a Wealth Advisor for WealthSource. Wes was gifted the unique opportunity to discover different parts of the U.S. as a kid. He called Texas and Oklahoma home for a short time, before settling back in Santa Maria, California. Wes joined WealthSource in 2016 after searching for a firm that aligned with his philosophy that the client should come first.
After completing high school, Wes became the store manager for Williams Brothers Markets, beginning his foray into the world of retail. A few years later, he went on to become a district manager with Eagle Snacks. By 1999, Wes decided it was time to make a career change. Leaving the retail world behind, he became a financial advisor with Morgan Stanley Dean Witter. Wes went on to hold similar positions with A.G. Edwards, Wachovia Securities, and Wells Fargo before joining the WealthSource team. He attended Allan Hancock College.
Wes believes that working with people and building genuine relationships is the cornerstone of his success in both retail and financial services. Relationships are invaluable to Wes, who married his high school sweetheart more than 45 years ago. Together, they have raised three sons who have blessed them with four grandchildren.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.