Brooke Jones
Directeur des opérations chez Sandlapper Wealth Management LLC
Profil
Brooke Jones is currently working as the Director of New Business at SANDLAPPER Securities LLC and as the Operations Director at Sandlapper Wealth Management LLC.
She completed her undergraduate degree at Clemson University.
Postes actifs de Brooke Jones
| Sociétés | Poste | Début |
|---|---|---|
SANDLAPPER Securities LLC
 SANDLAPPER Securities LLC Investment ManagersFinance SANDLAPPER Securities LLC provides securities brokerage dealing services. It operates as a broker-dealer of investment products and services, including insurance and annuity, wealth management, and strategic portfolio modeling. The firm’s investment products include real estate investments, notes and debentures, hedge funds, and private equity and also many types of tax advantaged investment strategies and products. The company was founded by Trevor L. Gordon in 2005 and is headquartered in Greenville, SC. | Corporate Officer/Principal | - |
Sandlapper Wealth Management LLC
 Sandlapper Wealth Management LLC Investment ManagersFinance Part of SANDLAPPER Securities LLC, Sandlapper Wealth Management LLC offers customized investment management services to individuals and institutions. The company is based in Greenville, SC and was founded by Trevor L. Gordon, who has been the CEO since incorporation. The company also provides wealth advisory services including financial planning and investment management strategies to affluent and wealthy individuals as well as business entities and non-profit organizations. The company's investment approach is based on the individual goals, objectives, time horizon, and risk tolerance of each client. The team at Sandlapper Wealth Management and its advisors bring decades of knowledge and experience through various market conditions and cycles. | Directeur des opérations | - |
Formation de Brooke Jones
| Clemson University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
SANDLAPPER Securities LLC
SANDLAPPER Securities LLC Investment ManagersFinance SANDLAPPER Securities LLC provides securities brokerage dealing services. It operates as a broker-dealer of investment products and services, including insurance and annuity, wealth management, and strategic portfolio modeling. The firm’s investment products include real estate investments, notes and debentures, hedge funds, and private equity and also many types of tax advantaged investment strategies and products. The company was founded by Trevor L. Gordon in 2005 and is headquartered in Greenville, SC. | Finance |
Sandlapper Wealth Management LLC
Sandlapper Wealth Management LLC Investment ManagersFinance Part of SANDLAPPER Securities LLC, Sandlapper Wealth Management LLC offers customized investment management services to individuals and institutions. The company is based in Greenville, SC and was founded by Trevor L. Gordon, who has been the CEO since incorporation. The company also provides wealth advisory services including financial planning and investment management strategies to affluent and wealthy individuals as well as business entities and non-profit organizations. The company's investment approach is based on the individual goals, objectives, time horizon, and risk tolerance of each client. The team at Sandlapper Wealth Management and its advisors bring decades of knowledge and experience through various market conditions and cycles. | Finance |
