Brooke Stover

Client Analyst

Brooke is a Client Analyst who works alongside the Relationship Managers to ensure excellent customer service and efficiency. She handles any money movement, new account paperwork and all other operational needs for our clients. Maintaining the clients’ accounts and having a reliable relationship with our clients is top priority.

Brooke has over 15 years of experience in the Financial Industry, previously holding her Series 7 and Series 66 licenses. Her combined years of experience are working on a fixed income trading floor for institutional sales, financial planning for wealth management, and mutual fund operations. She graduated from the University of Tennessee, Knoxville with a Bachelor of Science degree in Economics. Brooke is married with a large family, active with her sorority alumnae group, and volunteers with multiple nonprofit organizations helping women and children.

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