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James R. Brooks, CFP®, CTFA

James R. Brooks, CFP®, CTFA

Trust Administrative Officer

Followers of James R. Brooks, CFP®, CTFA558 followers
location of James R. Brooks, CFP®, CTFAWashington, District of Columbia, United States

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  • Timeline

  • About me

    Senior Vice President, Senior Trust Advisor at Truist Wealth

  • Education

    • Northwestern University

      -
      CERTIFIED FINANCIAL PLANNER™ Certification Education Program

    • Southern New Hampshire University

      -
      Master of Science - MS Finance

    • University of the District of Columbia

      -
      Bachelor of Business Administration - BBA Business Management

      Graduated Summa Cum Laude

    • Cannon Financial Institute

      -
      Trust School

  • Experience

    • U.S. Trust

      Aug 2009 - Aug 2013
      Trust Administrative Officer

    • Capital One Wealth and Asset Management

      Aug 2013 - Aug 2016
      Trust Officer

    • PNC

      Aug 2016 - Apr 2022

      • Fiduciary Manager Senior

        Aug 2021 - Apr 2022

      • Senior Fiduciary Advisor

        Aug 2016 - Aug 2021

    • Truist Wealth

      Apr 2022 - now
      Senior Trust Advisor

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™ (CFP®)

      CFP Board

    • Certified Trust and Financial Advisor (CTFA)

      American Bankers Association