Your life. Your wealth. Your future.

Pursue what matters most

Steen-Gertsch-and-Brown-Wealth-Management-Group

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Adam-Steen

    Adam Steen

    Senior Vice President–Wealth Management

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    Adam Steen is a Senior Vice President, Wealth Advisor, and Portfolio Manager of Steen, Gertsch and Brown Wealth Management Group. With his love for problem solving, it’s no wonder that his career as a Financial Advisor is exactly the right fit. Using his gift for relationship building, Adam strives to deliver guidance and advice for all areas of his clients’ financial lives and seeks to earn your trust as a steward for your family wealth and businesses.

    Planning is the foundation of Adam’s practice. Using customized strategies for growing, distributing, and transitioning wealth, he works with a select group of family relationships. His approach is driven by an understanding of each client’s unique needs and goals, as they depend on him to help them prioritize some of life’s most important financial milestones. Adam has earned the Wealth Advisor designation at UBS, which has deepened his knowledge and insight into the complex financial issues facing affluent families. Notably, for demonstrating exceptional talent and passion for his work and his clients.

    Over the past 27 years he has accomplished significant milestones within the field, managing approximately $200,000,000 in liquid client investment assets, as of 2023.

    Outside of work, Adam enjoys spending time with his wife and four daughters. As a family, they work together managing and maintaining 320 acres ATFS Certified Tree Farm in Holly Springs, MS. Adam recently completed his Master of Science in Forestry from Mississippi State University. Committed to this land and its stewardship, Adam and his family have learned many valuable lessons about the importance of investing in the future and protecting our natural environment.

    • Barron's Top 1,000 Financial Advisors, 2009The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

      • Portfolio Manager
      • Wealth Advisor
      6070 Poplar Avenue
      Triad Center III
      Memphis, TN 38119
    • Stefan-Gertsch

      Stefan Daniel Gertsch, CFA, CAIA

      Senior Vice President–Wealth Management

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      Stefan is a Vice President and Portfolio Manager at the Steen, Gertsch and Brown Wealth Management Group where his role on the team is to design strategic and tactical asset allocations for clients based on their financial plan and manage client portfolios. Stefan uses his analytical background to research economic and company data and find investment strategies that assist in meeting the clients' financial needs. He is a CFA charterholder, a CAIA charterholder, Series 7 and Series 66 licensed. He is also a past president of the CFA Society Memphis and a former board member of the Memphis World Trade Club.

      Stefan began his career in the financial services industry in 2004 with UBS AG in his home country, Switzerland. His father worked at UBS AG in Switzerland for over 30 years before retiring in 2007. In 2006, Stefan moved to Memphis, where he first worked as a research analyst for a boutique wealth management firm that was started by former Goldman Sachs private wealth advisors. He later joined Merrill Lynch as a financial advisor before joining UBS Financial Services, Inc. a subsidiary of UBS AG in 2012. Stefan studied in the MBA program at Duke University (Fuqua School of Business) where he focused on global asset allocation and stock selection strategies. He earned his undergrad and graduate degrees from the University of St. Gallen, Switzerland.

      Stefan lives in Memphis, TN with his wife and two sons who love to travel internationally on a regular basis.

      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

      • University of St. Gallen, Switzerland
      • Duke University (Fuqua School of Business)
      • Chartered Alternative Investment Analyst®
      • Chartered Financial Analyst®
      • Portfolio Manager
      6070 Poplar Avenue
      Triad Center III
      Memphis, TN 38119
    • William-Brown

      William Walker "Will" Brown, CRPS

      Vice President–Wealth Management

      Financial Advisor

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      Will Brown, CRPS®, is a financial advisor focusing on introducing valued relationships to the Steen, Gertsch & Brown Wealth Management Group. Will's diverse background helps him work within multiple areas of the team's practice, primarily focusing on new relationships and helping to build financial plans and implement portfolio strategies based on clients’ changing needs. In 2018, Will was selected as one of the first candidates for UBS' Wealth Management Development Program, which prepares advisors to focus on the needs of High Net Worth and Ultra-High Net Worth clients. Will's training has helped the team create a process to specifically measure a client's needs. He also maintains the Chartered Retirement Plan Specialist, CRPS®, designation from the College for Financial Planning, which keeps him up to date on the latest changes in the evolving regulatory world surrounding individual and corporate retirement plans.

      Will graduated Magna Cum Laude with a degree in Music Education from Westminster Choir College in Princeton, NJ, where he regularly performed with the New York Philharmonic, Philadelphia Orchestra, as well as toured with the internationally acclaimed Westminster Choir.  Will enjoys spending time with his wife, Katie. Will is actively involved in his community, and serves as President of the MidSouth Music Institute, President of Kudzu Playhouse, and is a regular performer in the choral and theatre community. Will serves as the Music Director at Hernando United Methodist Church, where he leads the choir and congregation in hymns, special music, and programs throughout the year. Will is past President of the Hernando Rotary Club, and a member of the Hernando KREWE, where he regularly volunteers for local community events. Will has also recently become a member of the Community Foundation for Northwest Mississippi. 

        • Westminster Choir College, Music Education
        • Chartered Retirement Plans Specialist℠
        401(k) plan services
        Multi-generational families
        Business owners
        6070 Poplar Avenue
        Triad Center III
        Memphis, TN 38119
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        Jennifer Davey

        Wealth Management Associate

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              6070 Poplar Avenue
              Triad Center III
              Memphis, TN 38119

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