Brooke Bees
Private Wealth Advisor at Wick Capital Partners | Greater Philadelphia
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Private Wealth Advisor at Wick Capital Partners in December 2024 to Present
Senior Wealth Advisor at Mission Wealth in September 2023 to November 2024
Senior Wealth Advisor at Bryn Mawr Capital Management (Formally DBA West Capital Management, LLC) in January 2020 to September 2023
Board Treasurer at Pagus:Africa in January 2018 to January 2022
Managing Director at Mercer Advisors in May 2014 to November 2019
Client Advisor at Mercer Advisors in February 2011 to November 2019
Investment Specialist/Compliance Officer at Devon Financial Partners, LLC in March 2008 to December 2010
Program Manager at OMT Group, LLC in September 2005 to March 2008
Investment Associate at Creative Financial Group in April 2000 to April 2004
Service Associate at Vanguard in January 1999 to January 2000
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Wealth Management
Investments
Retirement Planning
Investment Strategies
Strategic Financial Planning
Retirement
Financial Planning
Financial Advisory
Finance
Estate Planning
Mutual Funds
Series 7
Investment Advisory
Pensions
Asset Allocation
Insurance
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Discover more about Wick Capital PartnersWhat is Brooke Bees email address?
Email Brooke Bees at [email protected] and [email protected]. This email is the most updated Brooke Bees's email found in 2026.
What is Brooke Bees phone number?
Brooke Bees phone number is 215.847.5278.
How to contact Brooke Bees?
To contact Brooke Bees send an email to [email protected] or [email protected]. If you want to call Brooke Bees try calling on 215.847.5278.
What company does Brooke Bees work for?
Brooke Bees works for Wick Capital Partners
What is Brooke Bees's role at Wick Capital Partners?
Brooke Bees is Private Wealth Advisor
What industry does Brooke Bees work in?
Brooke Bees works in the Financial Services industry.
Brooke Bees Email Addresses
Brooke Bees Phone Numbers
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