Broker Check
Brooke W. Weise, JD, CFP®

Brooke W. Weise, JD, CFP®


Investment Advisor Representative

Highlight: Special interest in comprehensive financial planning and wealth management with a focus on tax implications for individuals

Education & Background: Juris Doctor with honors and a Tax Law concentration certificate from Quinnipiac University School of Law; Bachelor of Arts from Smith College

Designations / Certifications / Licenses: CERTIFIED FINANCIAL PLANNER™ Professional; FINRA Series 7, NASAA Series 63, and NASAA Series 65 licensed; Member, Financial Planning Association

Personal Interests: Spending time with family and friends, reading, and volunteering

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.