Brooke Thomas
Client Specialist at Theory Planning Partners
- Role
- Client Specialist at Theory Planning Partners
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Client Specialist
Jun 2023 — Present
Theory Planning Partners is the first of its kind: a boutique wealth creation firm built exclusively for the top female entrepreneurs in the United States. We combine the sophistication of private wealth with the intimacy of a family office to help women translate their business success into personal wealth and a lasting legacy.We work with a limited number of women who are a mutually good fit. This is typically a business owner of a privately-held company generating 6, 7, or 8- figures in revenue. Our clients are passionate high-achievers and decisive delegators who know their time is best spent in their business. Their trust allows us to perform our very best work.
Education
Texas A&M University
Bachelor of Arts - BA
2015 — 2019
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.