Callie
Brooks

&Wealth Partners

CRD#7807448
Investment Advisor
in Port St. Lucie, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Port St. Lucie, FL

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

&Wealth Partners Brokerage Details

Total Assets Under Management

$399,089,764

FL Average: $6,889,882,315
Total Number of Employees

3

FL Average: 45
Total Number of Accounts

256

FL Average: 765
Average Account Size

$1,558,944

FL Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Callie Brooks Work History

2023 - Present (1 year)

&Wealth Partners

2021 - 2023 (2 years)

Comerica Bank

2020 - 2021 (1 year)

Jensen Beach Property Management, LLC

2020 - 2020 (< 1 year)

Jensen Beach Property Management, LLC

2019 - 2020 (1 year)

Bass Realty Management Services, LLC

2019 - 2019 (< 1 year)

Johnson University

2012 - 2019 (7 years)

Wells Fargo Bank, N.A

Created with Highcharts 6.0.7

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

Callie Brooks
Port St. Lucie, FL
Natalie Sherman
Baltimore, MD
Dorie Fain
Baltimore, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started