Brooke began her career in the financial services industry in 2003 and focuses on a comprehensive approach to wealth management. She holds the CERTIFIED FINANCIAL PLANNER™ certification and the Accredited Wealth Manager designation. Brooke has passed the Series 7, 9, 10 and 66 exams, hold health and life insurance licenses, and is a member of RBC Wealth Management’s elite President’s Council. She was ranked as one of the Top Wealth Advisor Moms by Working Mother in 2018, 2019, 2020, and 2021 and was named to both the 2021 and 2022 Forbes Best-In-State Wealth Advisor list1 and the 2021 and 2022 Forbes Top Women Wealth Advisors list2 in the U.S. Brooke also received the honor of being named a “Woman Worth Watching” by Diversity Journal Magazine. She has been featured on TheStreet.com TV, as well as in an RBC Wealth Management video campaign to recruit new financial advisors.
After completing the extensive curriculum required, Brooke earned the CERTIFIED FINANCIAL PLANNER™ certification. CFP® practitioners are dedicated to the highest level of professionalism and ethical standards, and, through the intensive requirements, gain a greater understanding of risk management techniques, as well as insurance, tax, estate, investments and retirement planning. These topics of study allow CFP® practitioners to enhance their client relationships and add value toward helping clients achieve their financial objectives.
Prior to becoming a financial advisor, Brooke worked at RBC Wealth Management as part of the New York Complex Management team, specifically charged with business development, sales and marketing.
She is a graduate of Clemson University where she earned a Bachelor of Science degree in marketing. Brooke is the past president of the Women’s Association of Financial Advisors (WAFA) at RBC Wealth Management. The mission of the WAFA is to recruit, retain, and enhance the productivity of women financial advisors and branch directors at RBC Wealth Management. She is also on the board of directors for the Westfield Education Fund, which supports students’ academic experience in the Westfield School District. Brooke resides in Westfield, New Jersey, with her husband, two children and two Labrador Retrievers, Harley and Phil. In her spare time, Brooke enjoys attending her children’s school and recreational activities, running and traveling.
