Brooke West, CFP®, CRC®, Private Financial Advisor

SunTrust Investment Services, Inc.

Brooke West Photo
Brooke West, CFP®, CRC®, Private Financial Advisor

SunTrust Investment Services, Inc.

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5350 Town Center Rd.Suite 200

Boca Raton, FL 33486

Check the background of this investment professional on FINRA's BrokerCheck


Brooke West has been with SunTrust Investment Services Inc. for more than 17 years and offers experience in the areas of financial planning, asset management, personal insurance and investments. Brooke has been quoted in U.S. News & World Report,,, and various newspapers. Her clients include, but are not limited to, business owners, entrepreneurs, multi-generational families, retirees, widows and widowers, corporate executives, TV personalities, attorneys, doctors and law enforcement officers.

Brooke graduated from Florida State University with a degree in Finance and Marketing and subsequently earned the professional designations of Certified Financial PlannerTM (CFP®) in 2003 and Certified Retirement Counselor (CRC®) in 2008.

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, she educates her clients about strategies which can help them meet 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.

SunTrust Investment Services Inc. is a division within SunTrust Private Wealth Management, which has a proud 120-year heritage of commitment to helping our clients manage their wealth and achieve their financial goals. We are committed to meeting the needs of our clients - by building and continually strengthening long-term relationships and by offering you comprehensive wealth management capabilities to meet sophisticated and often complex needs. As your needs evolve, our team of experts and the solutions they can provide will too.

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Investment and Insurance Products:

Are Not FDIC or any other Government Agency Insured   Are Not Bank Guaranteed  May Lose Value 

© 2018 SunTrust Banks, Inc

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equal housing logoEqual Housing Lender. SunTrust Mortgage, Inc

SunTrust, SunTrust Mortgage, SunTrust PortfolioView, SunTrust Robinson Humphrey, SunTrust Premier Program, AMC Pinnacle, AMC Premier, Access 3, Signature Advantage Brokerage, Custom Choice Loan and SunTrust SummitView are federally registered service marks of SunTrust Banks, Inc. All other trademarks are the property of their respective owners.

Services provided by the following affiliates of SunTrust Banks, Inc.: Banking products and services are provided by SunTrust Bank, Member FDIC. Trust and investment management services are provided by SunTrust Bank, SunTrust Delaware Trust Company and SunTrust Banks Trust Company (Cayman) Limited. Securities, brokerage accounts and insurance (including annuities) are offered by SunTrust Investment Services, Inc., a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by SunTrust Advisory Services, Inc., a SEC registered adviser. GFO Advisory Services, LLC is a SEC registered investment adviser that provides investment advisory services to a group of private investment funds and other non-investment advisory services to affiliates. Mortgage products and services are provided by SunTrust Mortgage, Inc.

SunTrust Mortgage, Inc. - NMLS #2915, 901 Semmes Avenue, Richmond, VA 23224, 1-800-634-7928. CA: licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act, IL: Illinois Residential Mortgage Licensee #MB-989, Department of Financial and Professional Regulation, 100 W. Randolph, Suite 900, Chicago, IL 60601, 1-888-473-4858, MA: Mortgage Lender license #-ML-2915, NJ: Mortgage Banker License - New Jersey Department of Banking and Insurance, NY: Licensed Mortgage Banker—NYS Department of Financial Services, and RI: Rhode Island Licensed Lender.

"SunTrust Advisors" may be officers and/or associated persons of the following affiliates of SunTrust Banks, Inc.: SunTrust Bank, our commercial bank, which provides banking, trust and asset management services; SunTrust Investment Services, Inc., a registered broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products; SunTrust Advisory Services, Inc., a SEC registered investment adviser which provides Investment Advisory services.

SunTrust Private Wealth Management, International Wealth Management, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups and GenSpring are marketing names used by SunTrust Bank, SunTrust Banks Trust Company (Cayman) Limited, SunTrust Delaware Trust Company, SunTrust Investment Services, Inc., and SunTrust Advisory Services, Inc.

SunTrust Bank and its affiliates do not accept fiduciary responsibility for all banking and investment account types offered. Please consult with your SunTrust representative to determine whether SunTrust and its affiliates have agreed to accept fiduciary responsibility for your account(s) and if you have completed the documentation necessary to establish a fiduciary relationship with SunTrust Bank or an affiliate. Additional information regarding account types and important disclosures may be found at

SunTrust Robinson Humphrey is the trade name for the corporate and investment banking services of SunTrust Banks, Inc. and its subsidiaries, including SunTrust Robinson Humphrey, Inc., member FINRA and SIPC.