Scott Brooks

Edward Jones Financial Advisor

Role
Financial Advisor at Edward Jones
Location
Morganton, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Scott Brooks

When I started my financial advisor journey in 2019, my focus on finding the people who were uncomfortable discussing money or nervous if they were taking the \"right\" actions or overwhelmed with all the advice out there – for my own experience was full of similar discomfort and nervousness. What I didn\'t know could fill a book. And I attacked it the same way I did school and later my jobs and marathons, I just kept showing up, being curious, trying to figure it out and being kind to myself when I got it \"wrong\" and, most importantly, saving and, later, investing consistently As an Edward Jones financial advisor, I believe by understanding the goals and the level of risk you are comfortable with coupled with my experience, we can build a customized investment strategy that works for you. Whether you\'re planning for retirement, saving for college or private school tuition, or building a financial future for the ones you care for the most, we can work together to help you achieve your goals. We can also closely monitor your progress to help you stay on track and respond to life changes or unforeseen circumstances along the way. Throughout your financial journey, we\'re dedicated to providing you with hands-on, customized client service. But we\'re not alone. We\'re supported by thousands of Edward Jones team members leveraging advanced tools and support so we can help ensure you receive the most current and comprehensive guidance For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

  1. Financial Advisor

    Edward Jones

    Sep 2024 — Present · Morganton, NC, US

Education

  • University of Delaware

    BS, Mathematics Education

    1988 — 1993

  • Kean University

    Bachelor of Arts - BA, Psychology

    2009 — 2010

  • Boston University

    Professional Education, Financial Planning and Services

Skills

  • Project Management
  • Product Management
  • Business Development
  • Program Management
  • Analytics
  • Product Development
  • Mergers & Acquisitions
  • E-Commerce
  • Management
  • Marketing Strategy
  • Team Leadership
  • Business Intelligence
  • Customer Acquisition
  • New Business Development
  • Vendor Management
  • Market Analysis
  • Direct Marketing
  • Leadership
  • Strategy
  • Strategic Partnerships
  • Marketing
  • Relationship Management
  • Organizational Development
  • Strategic Planning
  • Analysis

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Scott Brooks — Financial Advisor at Edward Jones in Morganton, NC, US | Unifers