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
- Managing Director, Financial Advisor, Private Client Group of Truist Investment Services, Inc. @ (February 2021 - Present)
- Senior Vice President, Private Financial Advisor @ SunTrust Investment Services, Inc., SunTrust Private Wealth (July 1999 - February 2021)
Brooke West Education
- Florida State University - College of Business
BS (Finance and Marketing)
- Marjory Stoneman Douglas High School
Brooke West Skills
- College Education Planning
- Financial Advice
- Financial Planning
- Investment Advisory
- Investment Strategies
- Portfolio Review
- Retirement Plan Consulting
- Retirement Planning
- Wealth Management
- 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 - College of Business. With a robust skill set that includes College Education Planning, Financial Advice, Financial Planning, Investment Advisory, Investment Strategies and more. Brooke West has 1 emails and 1 mobile phone numbers on RocketReach.
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