Brooks has over four decades of brokerage industry experience and serves as TPFG's National Sales Manager. He has held senior executive roles at Bank of New York Investment Management, Pershing and Fidelity Investments. His experience brings unique insights, benefiting TPFG’s sales team. Brooks holds a Bachelor of Science in International Business from Quinnipiac University and Series 4, 7, 24, 63 & 6 FINRA licenses.
The Pacific Financial Group, Inc. (TPFG) is a turnkey asset management platform provider and pioneer in Self-Directed Brokerage Account (SDBA) Management for 401(k), 403(b), and 457 participants through their advisors.