Callie
Brooks
&Wealth Partners
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About this Advisor
Callie Brooks is a financial advisor based in Port St. Lucie, Florida, working with &Wealth Partners. Callie has previously held positions at &Wealth Partners, Comerica Bank, Jensen Beach Property Management, LLC, Bass Realty Management Services, LLC, Johnson University, and Wells Fargo Bank, N.A. Callie is registered to provide services in Maryland. Currently, Callie is part of &Wealth Partners, which operates out of Port St. Lucie, Florida. The firm has 1 office and 3 employees. The firm manages assets totaling $399.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at &Wealth Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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&Wealth Partners Brokerage Details
$399,089,764
3
256
$1,558,944
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Callie Brooks Work History
&Wealth Partners
Comerica Bank
Jensen Beach Property Management, LLC
Jensen Beach Property Management, LLC
Bass Realty Management Services, LLC
Johnson University
Wells Fargo Bank, N.A
Disclosures
Please visit the SEC profile of Callie Brooks to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at &Wealth Partners
Port St. Lucie, FL
Baltimore, MD
Baltimore, MD
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