Brooke joined DHG Wealth Advisors in June of 2021. Prior to joining DHGWA, Brooke served as Senior Investment Specialist on Merrill’s Guided Investing team and Trade desk. She assisted clients with selecting investment strategies by analyzing their risk tolerance, time horizon and liquidity needs, as well as, reviewed client portfolios. During this time, Brooke was recognized as a #1 Top Performer in Client Satisfaction for multiple quarters in their Investment Center throughout the nation.
Brooke graduated from Florida State University earning a Bachelor's Degree in Business Management. She has earned her Chartered Retirement Planning Counselor™ (CRPC®), Series 7 License, Series 66 License, Series 6 License, 2-15 Life, Health, & Annuities Licenses and has passed her Securities Industry Essentials (SIE) Exam.