Alison Brooks

Fondatore presso Brandywine Oak Private Wealth LLC

Finance

Profilo

Ms. Alison Brooks is a Co-Founder & Chief Operating officer at Brandywine Oak Private Wealth LLC.
She also assists with tax planning and tax modeling, optimizing family and charitable gifting, and portfolio rebalancing.
She is committed to providing the highest level of service to clients with a great attention to detail.
She served as an Investment Analyst on the wealth advisory team of Henley, Maconi, McGuire, Jackson & Associates at Merrill Lynch, which she had joined in 2005.
She holds the CERTIFIED FINANCIAL PLANNERTM certification and the Chartered Retirement Planning CounselorSM designation.

Posizioni attive di Alison Brooks

Società	Posizione	Inizio
Brandywine Oak Private Wealth LLC Brandywine Oak Private Wealth LLC Investment ManagersFinance Brandywine Oak Private Wealth LLC (Brandywine Oak) is an independent, SEC-registered investment advisor headquartered in Kennett Square, Pennsylvania. The firm was founded by Michael Henley and Alison Brooks in 2018 as Wyeth Private Wealth LLC. Brandywine Oak provides investment advisory and management services to wealthy families.	Fondatore	02/08/2018

Tutte le posizioni attive di Alison Brooks

Precedenti posizioni note di Alison Brooks

Società	Posizione	Fine
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).	Corporate Officer/Principal	01/07/2018

Vedi nel dettaglio l'esperienza di Alison Brooks

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Alison Brooks

Relazioni

100 +

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private	2
Brandywine Oak Private Wealth LLC Brandywine Oak Private Wealth LLC Investment ManagersFinance Brandywine Oak Private Wealth LLC (Brandywine Oak) is an independent, SEC-registered investment advisor headquartered in Kennett Square, Pennsylvania. The firm was founded by Michael Henley and Alison Brooks in 2018 as Wyeth Private Wealth LLC. Brandywine Oak provides investment advisory and management services to wealthy families.	Finance
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).	Finance