Brooke West Email & Phone Number
Managing Director, Financial Advisor, Private Client Group of Truist Investment Services, Inc. @ Truist Wealth
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Brooke West Location
- Boca Raton, FL, US
Brooke West Work
- 2021 -now Managing Director, Financial Advisor, Private Client Group of Truist Investment Services, Inc. @
- 1999 -2021 Senior Vice President, Private Financial Advisor @ SunTrust Investment Services, Inc., SunTrust Private Wealth
Brooke West Education
- Florida State University - Herbert Wertheim College of Business
BS (Finance and Marketing)
- Marjory Stoneman Douglas High School
Brooke West Skills
- Financial Planning
- Wealth Management
- Retirement Planning
- Portfolio Review
- College Education Planning
- Investment Advisory
- Investment Strategies
- Financial Advice
- Retirement Plan Consulting
- Leadership
- Management
- Financial Reporting
- Investments
Brooke West Summary
- Brooke West, based in Boca Raton, FL, US, is currently a Managing Director, Financial Advisor, Private Client Group of Truist Investment Services, Inc. at Truist Wealth. Brooke West brings experience from previous roles at SunTrust Investment Services, Inc., SunTrust Private Wealth. Brooke West holds a BS in Finance and Marketing @ Florida State University - Herbert Wertheim College of Business. With a robust skill set that includes Financial Planning, Wealth Management, Retirement Planning, Portfolio Review, College Education Planning and more. Brooke West has 1 emails and 1 mobile phone numbers on RocketReach.
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