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.

-Hide Locations

ONE TOWN CENTER

BOCA RATON, FL 33486

5350 Town Center Rd.,Suite 200

Boca Raton, FL 33486

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

About

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, DepositAccounts.com, MainStreet.com, LittlePinkBook.com 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.

Continue Reading