Pursuing your financial goals with experienced guidance

Along with challenges, the market also brings new opportunities – you just have to know where to look and when to take action. Over the years, we’ve helped clients navigate through challenging times with purpose and confidence toward their financial goals, and I’m here to help you, too.

We can offer you an array of personalized financial services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Get to know Our Team

Ms. Stacy Brooks, MBA, AAMS
Financial Advisor, Investment Management Consultant*, RJFS President, BWACO
Clayton Brooks
Branch Specialist

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham

Information & insight

4 priceless money lessons for kids

Financial literacy is a gift that lasts a lifetime.
Family & Lifestyle

Should your estate plan address addiction?

Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision.
Estate & Giving

Important individual bond product points

06/05/2023
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Debt ceiling: Common sense prevailed

06/02/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Market moves back to focusing on the fundamentals

06/02/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Brighten up your estate plan this summer

Check in with your advisor and review dates to remember this season.
Estate & Giving
Background Rotating Sphere Pattern

The future at your fingertips

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Brooks Wealth Advisors Co. is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

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