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UT MBA Graduate and Donor Jim Brogan is 2011 National Advisor of the Year

UT alum Jim Brogan (MBA 1994) was named the 2011 Advisor of the Year by Senior Market Advisor, the industry's leading print publication for financial advisors specializing in retirement services. The Advisor of the Year is the industry’s most prestigious award and recognizes the top advisor who is successful, trustworthy, committed, ethical, and community-focused.

Brogan, founder and president of Brogan Financial, a Knoxville-based retirement and legacy planning firm, is a well-known advisor, author, talk show host, and philanthropist. Originally headed toward a career in music, Brogan changed courses and entered the financial services industry while immersed in the full-time MBA program at the University of Tennessee, Knoxville.

After starting his own firm in 2001, Brogan found his niche in 2002 when his parents were facing retirement, and he saw firsthand the challenges they were facing. “My parents were aging, and I recognized that their needs were unique. I saw that there were very few professionals who understood their unique needs and could serve them effectively,” said Brogan.

Brogan has remained very active in the University of Tennessee, Knoxville, College of Business Administration. In 2010, he established the Beauchamp E. Brogan Investment Fellowship in honor of his father. Beauchamp, a prominent attorney in Knoxville who has since retired, was general counsel and secretary to UT’s Board of Trustees for 25 years. “This fellowship allows me to both honor my father and give back to others interested in investments,” said Brogan.

Brogan also serves on the Department of Finance Advisory Council and frequently guest lectures in the classroom.

“Jim Brogan epitomizes what Senior Market Advisor looks for in an Advisor of the Year,” said Daniel Williams, editor for Senior Market Advisor. “He values every client meeting as a teaching opportunity where the client can walk away with a better understanding and a better feeling about how their money is being allocated for retirement.”


Posted: 9/10/2011

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