About

Dylan Brooks combines corporate leadership experience with financial insight to help clients navigate their financial journeys with clarity and confidence. Before becoming a financial advisor, he led global product launches at a multinational consumer goods company, gaining experience in finance, strategy, and operations. A graduate of UNC’s Kenan-Flagler Business School and a Poets & Quants “Best & Brightest” honoree, Dylan brings an analytical mindset and a relationship-first approach to every client interaction. He lives in Upstate South Carolina with his wife and their dog, Poppy, and enjoys travel, team handball, and cheering on UNC athletics.

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