This helpful client handout guides the advisor and client through an introductory discussion on faith-based investing.
Chad Hamilton is director of practice management at Brown and Company, Inc., and has more than 20 years of experience in the wealth advisory industry. Previously, he was V.P. of practice management for one of the largest independent wealth management firms in the country, where he built customized tools, processes, and marketing resources for nearly 200 wealth advisors. Chad was also national director of wealth planning for a large regional bank, is a CFP® and Chartered Advisor in Philanthropy. Chad is the author of two books, Deep Wealth and Redefining Financial Freedom, and has contributed to leading financial publications including CNBC, Investors’ Business Daily, Money Magazine, Financial Advisor IQ, and Financial Planning Magazine.