Brooke’s Approach
Brooke M. Jones
Financial Advisor
Overview
Brooke Jones is a financial advisor in our Satellite Beach, Florida, office, where she brings a people-first perspective shaped by a career dedicated to helping others.
Before entering the financial services industry in 2024, Brooke worked in education and animal protection. While her career path has changed, the qualities that have guided her work remain the same: compassion, empathy, and a strong commitment to others.
Today, she especially enjoys working with young families as they plan for their futures, as well as helping older clients make thoughtful decisions about what they have worked hard to build.
A graduate of Illinois State University, Brooke earned a bachelor’s degree in biological sciences. Her educational background, combined with her experience in service-oriented careers, contributes to the thoughtful and caring approach she brings to her work with clients.
Family plays an important role in Brooke’s life. She enjoys spending time with loved ones, visiting the beach, and supporting her young son, Corey, in his love of golf. You can often find her alongside him at the golf course.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Illinois State University
Bachelor of Science in Biological Sciences
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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