Alison Brooks

Founder at Brandywine Oak Private Wealth LLC

Finance

Profile

Ms. Alison Brooks is a Co-Founder & Chief Operating officer at Brandywine Oak Private Wealth LLC.
She also assists with tax planning and tax modeling, optimizing family and charitable gifting, and portfolio rebalancing.
She is committed to providing the highest level of service to clients with a great attention to detail.
She served as an Investment Analyst on the wealth advisory team of Henley, Maconi, McGuire, Jackson & Associates at Merrill Lynch, which she had joined in 2005.
She holds the CERTIFIED FINANCIAL PLANNERTM certification and the Chartered Retirement Planning CounselorSM designation.

Alison Brooks active positions

Companies	Position	Start
Brandywine Oak Private Wealth LLC Brandywine Oak Private Wealth LLC Investment ManagersFinance Brandywine Oak Private Wealth LLC (Brandywine Oak) is an independent, SEC-registered investment advisor headquartered in Kennett Square, Pennsylvania. The firm was founded by Michael Henley and Alison Brooks in 2018 as Wyeth Private Wealth LLC. Brandywine Oak provides investment advisory and management services to wealthy families.	Founder	2018-08-01

All active positions of Alison Brooks

Former positions of Alison Brooks

Companies	Position	End
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).	Corporate Officer/Principal	2018-06-30

See the detail of Alison Brooks's experience

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Alison Brooks's experience

Connections

100 +

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	2
Brandywine Oak Private Wealth LLC Brandywine Oak Private Wealth LLC Investment ManagersFinance Brandywine Oak Private Wealth LLC (Brandywine Oak) is an independent, SEC-registered investment advisor headquartered in Kennett Square, Pennsylvania. The firm was founded by Michael Henley and Alison Brooks in 2018 as Wyeth Private Wealth LLC. Brandywine Oak provides investment advisory and management services to wealthy families.	Finance
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).	Finance