Skip to main content

888-660-4300 info@ascendplanning.com
  •  
  •  

  • Home
  • Wealth Strategies 
    • Financial Planning
    • Retirement Planning
    • Retirement Income Distribution Planning
    • Asset Management Strategies
    • Estate & Legacy Planning Strategies
    • Education Funding
    • Insurance Review & Analysis
  • Business Strategies 
    • Qualified Retirement Plans & Fiduciary Services
    • Key Person Programs
    • Executive Benefits & Deferred Compensation Plans
    • Business Succession Planning
    • Employee Benefits
  • About
    • The Ascend Planning Difference
    • Our Team
    • Our Process
    • Our Approach
  • Contact 
    • Schedule an Appointment
    • Subscribe to Newsletter
    • Equitable Advisors Resources
  • Resources
  • Client Login
    • Ascend Wealth Portal
    • Equitable Advisors Login
    • ADP Retirement Plan Participant Website
    • Fidelity Retirement Plan Participant Website
    • John Hancock Retirement Plan Participant Website
    • Lincoln Financial Retirement Plan Participant Website
    • OneAmerica Retirement Plan Participant Website
    • Paychex Retirement Plan Participant Website
    • Transamerica Retirement Plan Participant Website
    • VOYA Financial Retirement Plan Participant Website

    You are here

  1. Home
  2. Consuela D. Brown

Consuela D. Brown

Photo of team member
Consuela D. Brown
Registered Planning Assistant to Mark Swartz
Phone: 
(703) 205-0401
E-mail: 
cbrown@ascendplanning.com

With over 20 years of experience in the financial service industry, I have developed a results-oriented, high-energy, hands-on approach to client service. My focus is always on the clients first…their needs and overall experience here at Ascend Planning & Consulting, LLC.  My career has included working in banking centers, investment and insurance firms, so I have a broad understanding of the industry and I use this knowledge to provide proactive and responsive client service.  I am a registered para-planner and as such I enjoy using the new technological tools to provide our clients with their complete and comprehensive financial picture.   I am also a financial literacy advocate and enjoy volunteering in my community to teach personal money management skills.

  • BS Management – Claflin University

 

Consuela Brown is registered with Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC, and provides administrative support services only. 

Schedule a Meeting

Tell a Friend

Looking to learn more?

Get in touch today

Contact Us

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact info

  •   3141 Fairview Park Drive, Suite 250, Falls Church, VA 22042
  •   888-660-4300
  •   info@ascendplanning.com

Contact us

Financial Professionals with Ascend Planning & Consulting, LLC (APC) offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an investment advisor registered with the SEC, and offer insurance and annuity products through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors, Equitable Network and Ascend Planning & Consulting do not offer tax or legal advice.  Consult with your professional tax and legal advisors regarding your circumstances.  Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. The information in this website is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Ascend Planning & Consulting, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

PPG-125256 (07/2023)

© 2021 Ascend Planning & Consulting LLC.. All rights reserved.

Website Design For Financial Services Professionals