Brooks Reece
Senior Client Advisor, Investment Strategies
CFA®, CFP®
Office Information
Contact Brooks
Brooks’s Locations
Plymouth, MN 55441 (763) 417-1700
About Brooks
Brooks has worked in the financial services industry since 2006, beginning his career as an analyst at New York investment bank SPP Capital Partners. He joined Fisher Investments in 2014, where he served clients as a member of the financial planning team, hosted national client programs, and ultimately worked with some of the firm’s largest institutional investors. He subsequently held a position as a Portfolio Manager at Williams Jones Wealth Management, before joining the Wealth Enhancement Group. Brooks is a strategic and creative thinker who is passionate about helping clients achieve their financial goals.
Brooks and his wife, Bailey, have three children and live in Bedford, New York. In his free time, he enjoys skiing, golf, cooking, and reading.
Education
- BA - Economics, University of Pennsylvania
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