Brooke May
Managing Partner at Evans May Wealth
- Role
- Managing Partner at Evans May Wealth
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Brooke May
As a Managing Partner at Evans May Wealth, my work centers around building trusting and longstanding relationships with my clients to help them achieve their financial goals. I am committed to putting my clients first and strive to deliver valuable insights and actionable guidance every step of the way. Transitioning to our now independent advisory practice has allowed me to better serve my clients by putting their best interests at the forefront, all while providing world-class service and personalized solutions.Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc, Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC, an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Experience
Managing Partner
Jun 2019 — Present · Indianapolis, IN, US
As an independent registered advisory firm with decades of experience, the Evans May Wealth team and I specialize in providing wealth planning for families, executives, and business owners. By transitioning to an independent practice, we’re excited to better serve our clients by offering access to an unencumbered and truly open investment universe with cutting-edge technology. Our Certified Financial Planner designations help make us uniquely equipped to provide comprehensive wealth management strategies with the highest fiduciary standard. As a young, experienced team, we know we have the longevity to see our clients through retirement and we look forward to carrying this mission forward for many years to come.
Education
Indiana University
Bachelor's Degree
1996 — 2000
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