Melinda Brooks
New Business Specialist
Melinda Brooks is a financial services professional with more than a decade of wealth management experience and a career in the financial industry that began in banking in 2002. After establishing a strong foundation in client service and financial operations early in her career, she transitioned into wealth management in 2013 and has since built extensive experience supporting advisors, firm leadership, and clients across multiple facets of the business.
Based in Colorado since 2001, Melinda has held a variety of roles throughout her career, including Executive Assistant to firm leadership, Financial Advising Assistant, and her current position as New Business Processor. Her broad industry experience has given her a comprehensive understanding of client onboarding, advisor support, operational workflows, and the level of coordination required to help deliver a smooth and efficient client experience.
Known for her strong organizational abilities, attention to detail, and dependable approach, Melinda plays an important role in supporting both advisors and clients throughout the onboarding and service process. She is committed to helping maintain efficient operations, high service standards, and a client-focused experience that aligns with the firm’s dedication to personalized financial guidance and long-term relationships.
