With the political and economic changes continually impacting the financial markets, the importance to provide authentic, concise, and timely communication has never been more important than it is today. BWACO works hard to help enhance and preserve your investments while assisting you in realizing your long-term financial, retirement, and estate planning goals. Our passion is obtaining and maintaining wealth for families, business owners, and trusts. We focus on developing relationships by being personally available and bringing financial clarity to our clients. What sets us apart is our comprehensive solution-focused approach delivered with personal attention and a commitment to always putting our clients’ best interests first.
Stacy Brooks has been a Financial Advisor for over 19 years starting her career with Edward Jones until 2017 when she joined Raymond James Financial Services. She received a Bachelor’s in Accounting with a concentration (Minor) in Quantitative Business Analysis as well as a Master’s from Baylor University. She holds the Series 7, Series 63, Series 66, and Life & Health Insurance licenses. She has work experience in the private, public accounting and corporate sectors as an accounting software consultant, small business auditor, plant controller and corporate financial analyst. She has taught numerous courses at McLennan Community College as an adjunct instructor and served on boards and committees of numerous organizations. Stacy is currently the President of Brooks Wealth Advisors Co. (BWACO) with offices in Georgetown, Clifton, Waco, and New Braunfels, Texas. She is also an active member of Clifton, Waco, Georgetown, and New Braunfels communities. She is attends of Harris Creek Church, a Rotarian, Patron of Bosque Arts Center, Baylor Alumni Woman’s Council Member, Docent of the Bosque Museum, and donor for various charities throughout Central and South Texas. Stacy loves spending time with her sons and their families. She currently has three grandchildren and one on the way. She also spends much of her time with family and close friends on her houseboat, Jeeping in the mountains, watching sci-fi, walking around her neighborhood and sleepovers with the grandkids.
*The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.
Raymond James is not affiliated with any of the companies mentioned.