Experience

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. Today, using his gift for relationship building, Adam not only delivers guidance and advice for all areas of his clients’ financial lives, but also trusted stewardship for their 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 representing close to $2 billion in client net worth.

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. 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.

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.

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 focused on new relationships, building/monitoring each client's financial plan, and implementing portfolio strategies in-line with the client’s 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 internationally with the Westminster Choir.  Will enjoys spending time with his wife, Katie. Will is a board member of the MidSouth Music Institute, the Northwest Mississippi Theatre Guild, as well 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. He is also a member of the Hernando KREWE, where he regularly volunteers for local community events.