Brook Coopman
Private Wealth Advisor - Director
- Role
- Private Wealth Advisor - Director at BMO Wealth Management - U.S.
- Location
- Appleton, WI, US
- LinkedIn followers
- 500 followers
About Brook Coopman
Accomplished Wealth Advisor with over 15 years of experience in managing assets for…
Experience
Private Wealth Advisor - Director
Nov 2024 — Present · Appleton, WI, US
As a Private Wealth Advisor, my team and I specialize in providing customized financial advisory services to wealthy/high net-worth individuals and their families. Our approach involves more than investment management; we create a customized financial strategy that accounts for: Tax Planning, Estate Planning, Risk Management, Philanthropic Giving, and much more to ensure every decision you make is aligned with your long-term goals/objectives. Our local team is comprised of: Portfolio Managers, Financial Planners, Wealth Analysts, Trust Officers, Estate Planners, and Insurance Specialists. We\'re able to utilize our global resources, which are backed by over 200 years of financial services expertise, and deliver them on a local level.
Skills
- Experienced Sales Professional
- Territory Growth/Development
- Account Management
- Personalized Financial Advice
- Small Business Financial Management
- Debt Consolidation
- New Business Development
- Consumer Lending
- Sales Management
- Financial Services
- Strategic Planning
- Cold Calling Experience
- Commitment to Customer Service
- Property & Casualty Insurance
- Health Insurance
- Life Insurance
- Umbrella Insurance
- Microsoft Office
- Microsoft Excel
- Risk Assessment
- Thrives on Challenges
- Customer Service
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