Nonprofit Insider

Jim Brown Brings Nonprofit Expertise to St. Mary’s Financial Services

Manchester — Jim Brown has joined St. Mary’s Bank’s financial services division, St. Mary’s Financial Services (SMFS), as a wealth management advisor.

Brown brings over 15 years of financial planning experience with nonprofit organizations, institutions and foundations to his new role at St. Mary’s Bank. As wealth management advisor, he supports the investment advisory needs of nonprofits at St. Mary’s Bank, as well as provides the credit union’s membership with brokerage services and financial, estate, investment, retirement and education planning.

“Personally, and professionally, Jim has an outstanding record of serving New Hampshire nonprofit organizations, individuals and families,” said Leo Simard, St. Mary’s Senior Vice President/Director of Retail Sales and Member Experience. “He is a collaborator and a communicator, keen to help members develop planning strategies customized to their needs and goals. We are excited to have Jim join us as an integral part of the SMFS team.”

Prior to joining St. Mary’s Bank, Brown worked as a director and financial advisor for DHK Financial Advisors in Portsmouth, an independent investment advisory firm serving nonprofit organizations. He has been director of financial planning at iCapital, LLC in Portsmouth and Boston, Mass. and vice president at A.G. Edwards/Fleet Bank.

Brown has held leadership roles on several New Hampshire nonprofit boards, serving as Director of Major Gifts at Seacoast Science Center in Rye and as President and Treasurer at Crossroads House in Portsmouth. A resident of Rye, Brown holds a bachelor of art in economics from Hamilton College in New York and a financial certificate from Kaplan University in Wisconsin.

 

About St. Mary’s Bank

St. Mary’s Bank is a full-service, not-for-profit financial cooperative with branch locations in Manchester, Hudson, Londonderry, Milford, and Nashua and dedicated mortgage centers in Nashua, Concord, and Portsmouth. Founded as the nation’s first credit union in Manchester in 1908 and still headquartered there today, St. Mary’s Bank emphasizes a long tradition of service excellence, convenience, and value in its delivery of progressive banking products and services that help members save, invest, borrow, plan, insure, and retire.

Posted on: March 23, 2021
Topics: Staff Changes | Something New

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