Brooke West

Brooke B. West , CFP®, CRC®, PPM
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

5350 Town Center Rd

Suite 200,

Boca Raton, FL 33486

Brooke.West@Truist.com

Phone 561-362-3525

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About me

Background

Brooke West is passionate about helping individuals and families make informed financial decisions and gain confidence in their financial future. With nearly 30 years at Truist, she provides comprehensive wealth planning and investment guidance tailored to each client's unique circumstances.

What distinguishes Brooke's approach is her commitment to truly understanding the people she serves. Through thoughtful conversation, careful listening, and a meticulous planning process, she uncovers important details that others may overlook. She then translates complex financial concepts into practical guidance that clients can easily understand and act upon.

Brooke measures success not by investment returns alone, but by helping clients address their goals and help understand the decisions they make. She seeks to offer attention to detail, genuine care, reliability, and unwavering commitment to acting in her clients' interests.

Beyond her client responsibilities, Brooke serves as Chair of the Truist Brokerage Advisor Council, partnering with firm leadership to advocate for initiatives that improve the client and advisor experience across the organization.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelors of Science in Finance and Marketing
Florida State University 1995 1999

Personal Interests

Brooke is an avid boater who loves the ocean and is passionate about marine conservation.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

America's Top Wealth Advisors*
Forbes 2025 External
Best-in-State Top Women Wealth Advisors**
Forbes 2025 External
America's Top Wealth Advisors*
Forbes 2026 External
Best-in-State Top Women Wealth Advisors**
Forbes 2025 External
*Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

Locations

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Recommended Resources

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