Brooke West

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

One Town Center

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 in her 24th year with Truist and offers experience in the areas of financial planning, asset management, personal insurance and investments. Brooke focuses on creating and implementing personalized financial plans. The plans are developed after analyzing the client’s overall financial situation in detail, learning about past financial experiences and understanding what is most important to the client. With patience and passion and an eye for detail, she educates her clients about strategies which can help them address both their immediate and future goals. A disciplined investment process, along with regular communication enables her to obtain measurable and meaningful results. Brooke also consults on risk management strategies, including offering life and long-term care insurance policy reviews, needs analysis and competitive quotes.

Her clients include, but are not limited to, business owners, entrepreneurs, multi-generational families, retirees, widows and widowers, corporate executives, attorneys, doctors and television personalities.

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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; 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

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