Patrick Brooks, CLU, ChFC, CFP®

Pat Brooks grew up in New Bern, North Carolina and graduated Magna Cum Laude from Coker College in 1991 with a BSBA in Marketing. Pat is also a graduate of The Walker College of Business at Appalachian State University where he received the Pruitt Award as the top graduate of the Brantley Risk and Insurance Center. Throughout his career, he has worked with several well recognized firms such as BB&T, Northwestern Mutual and Edward Jones in Regional and leadership roles. While appreciating the benefits of working for large firms, his entrepreneurial background led him to the opening of an independent investment services firm to better serve clients in an environment focusing on solutions and client relationships. He is a Chartered Financial Consultant, Chartered Life Underwriter and CERTIFIED FINANCIAL PLANNER™ practitioner. Registrations held with LPL Financial include the Series 4, Series 7, Series 24, Series 63 and Series 66. As a former collegiate soccer player, Pat enjoys coaching his two young sons as well as spending time with his wife, Jill.

Your 2013 New Year’s Financial Resolution Plan

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