Sidney Browning, CFP, CLU, a Managing Parner at Integras Partners, has kindly agreed to speak to our club this evening.
Sidney’s financial career started during college, working in the Institutional Portfolio Analysis group at Merrill Lynch’s New York headquarters. It was here that he developed a keen interest in market dynamics, portfolio construction and strategies for managing investment risks.
In March 2010, Sidney and Keith Johnson united to form Integras Partners, a completely independent firm offering comprehensive financial planning, specializing in sophisticated strategies for affluent families and business owners to help align your assets awith your life goals.
Sidney joined Fidelity Investments in 1998 where he was promoted three times, earning multiple recognition awards including their elite President’s Circle Award in 2004. He earned the CERTIFIED FINANCIAL PLANNERTM certification in 2001.
In January 2005, Sidney took his practice private under the umbrella of National Life's Atlanta office - National Financial Services Group. Here he offered true financial planning, a broader investment platform and honed his knowledge of risk management and wealth transfer techniques. In 2007, Sidney earned the Chartered Life UnderwriterTM designation from The American College.
Since 2008, Atlanta Magazine has recognized less than 7% of area professionals in the "Five Star Wealth Manager" supplement to their October issues. Sidney has been recognized each year.
For a look at the award criteria, click http://www.fivestarprofessional.com/awards/research.php
Born in Richmond, VA and educated at New York University ( NYU) and Michigan's Oakland University, Sidney settled in Atlanta in 1989. He and his wife, Alia, were married in 1994 and have two beautiful children. The family lives in Alpharetta, Georgia and attends Atlanta Unity Church in Norcross. Sidney is a Past President of the Rotary Club of Dunwoody and volunteers for many civic programs including Jr. Achievement and Special Olympics.
If you are a first time guest, attending a club meeting is a great way to get to know the club and its members! As always, you are welcome to bring friends to the meeting.
Where: All our club meetings are held in the conference room on the ground floor of 5607 Glenridge Drive. Click here for detailed directions. Free parking is available in the deck behind the building.
When: See above for date. The meeting will start promptly at 6.45pm and will last approximately 1 hour, followed by a drink or two in a bar or restaurant nearby.