Talk to sales Try for Free

Lonnie Brooks

Regional Vice President

1000 followers

Neptune Beach, Florida, United States

Connect with Lonnie Brooks to Send Message

Connect with Lonnie Brooks to Send Message

Timeline
About me
Lonnie Brooks helps high net worth individuals accumulate, maintain and pass on wealth.
Education
- Virginia Tech
  1963 - 1967
  BA English, Math BS in English with a minor in Math.
  Virginia Tech Corps of Cadets Virginia Tech Regimental Band - The Highty Tighties Pi Kappa Alpha (Cotillion Club)
Experience
- CIGNA
  Apr 1972 - Jun 1987
  Regional Vice President
  Dallas
- The New England
  Jul 1987 - Oct 1993
  General Agent
  Dallas
- Spectrum Strategies
  Nov 1993 - Dec 2003
  Director of Financial Planning
  Financial Planning Firm in Dallas, Texas
- Financial Design Associates
  Dec 2004 - Nov 2015
  Financial Planner
  Financial Planning firm in Jacksonville, FL
- Disciplined Equity Management
  Jan 2016 - now
  Financial Planner
  Fee Only Financial Planner, Estate Planner, Life Insurance Consultant
Licenses & Certifications
- AEP®, Accredited Estate Planner
  National Association of Estate Planners & Councils ...
  Jan 2016
  View certificate
- CFP®, Certified Financial Planner
  Certified Financial Planner Board of Standards, Inc
  Nov 2015
  View certificate
- ChFC® Chartered Financial Consultant
  The American College of Financial Services
  View certificate
- CLU® Chartered Life Underwrited
  The American College of Financial Services
  View certificate

Recommendations
...