Brooklyn Clark

Associate Portfolio Manager 2025305603

Brooklyn joined the firm in 2018 as an Associate Client Portfolio Manager.  She works with our Client Portfolio Managers to fulfill the financial planning and portfolio management needs of our clients. Prior to joining the firm, Brooklyn worked at a family owned financial planning firm where she focused on client service, marketing, and operations.

Ms. Clark holds a Bachelor’s Degree in Business Administration with a concentration in Finance from Auburn University and has obtained the Series 65 license.  She is a currently pursuing the CFP® designation.