Justin Brownell
Client Service Associate
jbrownell@focusedwealthmgmt.com
Focused Wealth Management
11 Balmville Rd.
Newburgh, NY 12550
Phone: (845) 691-4035
Fax: (845) 691-4037
Justin Brownell
Client Service Associate
Justin is a dedicated Client Service Associate at Focused Wealth Management, where he plays an essential role in executing daily client transactions and ensuring seamless account maintenance. With a strong commitment to client service, Justin collaborates with custodial and other professional parties to meet all client needs efficiently and effectively. His responsibilities include opening new accounts, providing comprehensive information and guidance, and coordinating the ongoing maintenance of client accounts.
Before joining Focused Wealth Management in 2024, Justin worked as a financial representative at a prominent financial firm. In this role, he gained extensive knowledge of insurance and collaborated closely with advisors and underwriters to assess clients’ financial needs and support their financial planning efforts. Justin’s combination of social work experience and financial acumen makes him an invaluable asset to the Focused Wealth Management team and a trusted partner for clients on their financial journeys.
A graduate of Boston University, Justin earned his degree in Psychology in 2021. After graduation, he spent several years as a social worker, driven by his passion for helping others and a deep-rooted desire for continuous learning. This background provides Justin with a unique perspective, enabling him to approach financial challenges with empathy and insight.