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Scott Brooks CFP®

Wealth Management Advisor

Scott Brooks joined the Wambolt team as a Wealth Management Planner in 2021 with a passion for educating clients and making an impact on the financial services industry. He has dedicated himself to developing expertise in the field and has done so in short order, having completed his Series 65 program and achieving his Certified Financial Planner® designation. These professional achievements have prepared Scott to collaborate with
 lients on all aspects of wealth management.

In his expanded role as a Wealth Management Advisor, Scott is responsible for client service, trading, investment research, and analytics. He is highly motivated to foster relationships with current and prospective clients. Designing and implementing custom wealth management solutions brings satisfaction to Scott who has made serving clients his top priority.

A graduate of Colorado State University, Scott majored in Business Administration with an emphasis in Finance. His commitment to teamwork began on the CSU football field where he was an offensive lineman most often playing Center. During his free time, Scott loves to ski, golf, and spend time with friends and family. Having bought his first share of stock in the seventh grade, Scott was destined to become a wealth management advisor and bring value to clients!

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