• Brown-Forman

Financial Planning with Cerity Partners

We believe in a holistic approach to financial planning – one that considers every aspect of your unique financial situation. The first step is to understand your Brown-Forman benefits and how they should be incorporated into your personalized financial plan.  As part of our partnership with Brown-Forman, we offer a complimentary Benefits Review to all employees.

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Comprehensive Financial Planning

As a Brown-Forman employee, you have access to Cerity Partners’ comprehensive financial planning services at a discounted rate. Our team of advisors and consultants act in a fiduciary role, making sure all financial decisions are in your best interest and align with your personal goals. Comprehensive Financial Planning with Cerity Partners will include the following:

  • Brown-Forman Benefits Integration
  • Retirement Planning
  • Investment Analysis
  • Protection Planning
  • Income Tax Strategies
  • Legacy Planning

Our Team is Your Team

We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way.

Executive Financial Counseling as a Corporate Benefit

Tax Planning & Preparation

Estate & Gift Planning

Insurance Planning & Risk Management

Investment Solutions

Family Office

Business Owner Advisory

Marital Financial Planning
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A Collaborative Team Focused on You

We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way.

As a Cerity Partners client, you will have a dedicated advisory team with access to specialists in other fields, such as tax and insurance, through one of our many affiliates.

Meet the Team

Abby Miles

Senior Associate

Ben Hardin

Principal

Derek Rogers

Senior Associate

Alec Broughton

Principal

Brad Nenni

Senior Associate

Seth Newby

Senior Associate
Katie Pfeifer
At Cerity Partners, we believe that true financial security comes from understanding the full scope of your benefits and opportunities. By focusing on your Brown-Forman benefits and aligning them with your broader life goals, we bring clarity and direction to your financial decisions. Our approach is about empowering you with knowledge and confidence as you navigate your financial future.”

Katie Pfeifer, CFP®, Partner & Head of Workplace Solutions

Let’s achieve your goals together.

Schedule a complimentary Benefits Review with a Cerity Partners advisor to review the following benefits:

  • 401(k) Elections
  • Pension Estimates & Elections
  • Executive Savings Plan
  • Health Insurance
  • Net Unrealized Appreciation (NUA)
  • Supplemental Executive Retirement Plan (SERP)
  • Employee Stock Purchase Plan (ESPP)
  • Stock-Settled Appreciation Rights (SSARs)
  • Performance Based Restricted Stock Unit Awards (PBRSU)
Schedule Now

Cheryl Donaldson

Senior Principal

Individuals and Families

401(k) Planning for 2023

November 22, 2022 - Principal Cheryl Donaldson shares an overview on the potential long-term value of maximizing 401(k) savings and the optimal 2023 401(k) contribution election amounts.

Ben Pace and John Hyman

Individuals and Families

How to Invest Your Bonus Wisely

January 22, 2026 - Annual bonus season is probably the best time for investors to assess their progress toward financial plan goals and reassess the overall investment objectives and…

Paul Chmielewski

Partner

Estate Planning

10 Ways to Protect the Wealth You Have Built 

May 2, 2025 - Regardless of wealth level, everyone's assets are at risk, and it is critical to put together a plan to safeguard them. Learn 10 ways to…

Thomas Decker

Senior Principal

Individuals and Families

3 Steps to Take You from “High Income” to “High Net Worth”

February 25, 2025 - Earning a high salary is only the first step toward lasting financial success. This article provides three essential strategies—financial organization, smart investing, and tax optimization—to…

Cerity Partners has a contract with Brown-Forman to provide financial planning services to Brown-Forman employees. Brown-Forman compensates Cerity Partners for these services, creating a potential conflict of interest. Brown-Forman does not endorse our services, and participation is voluntary. 

See our full disclosures page for more information.

Your Introduction to a Trusted Financial Partner Awaits

Specialized Financial Planning Advice for Your Employees

Schedule your complimentary discovery call with an advisor who specializes in your company benefits. They will assist in seamlessly incorporating these benefits into your broader financial strategy, guiding you forward in your financial journey.

Alec Broughton - Cerity Partners

Alec Broughton

Principal

Specialized Financial Planning Advice for Brown-Forman Employees

Call Us: (212) 202-1810

or Schedule your complimentary discovery call with an advisor.

Book your meeting

This call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Alec Broughton

Principal

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