Michael Brooks,
CFA®, CFP®
President, Brooks, Dale and Company
Wealth Manager, RJFS
Michael Brooks is a portfolio manager at Raymond James. He offers clients over 20 years of financial services, retirement planning and investment management experience. Michael helps clients develop and implement strategies for income growth and capital appreciation. He builds individual portfolios to align with each client's investment timeline, need for income and liquidity, comfort with risk and other personal preferences. His goals-based approach is client-driven, based on in-depth discussions with clients throughout each relationship.
Michael is a member of the CFA institute and CFA Society of Virginia and serves as a board member of the Hampton Roads Estate Planning Council. He is a lifelong resident of the Hampton Roads area and is passionate about health and wellness.
Raymond James is not affiliated with any of the companies mentioned.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
