Lonnie Brooks

Lonnie Brooks

Regional Vice President

Followers of Lonnie Brooks1000 followers
location of Lonnie BrooksNeptune Beach, Florida, United States

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  • 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 certificate
    • CFP®, Certified Financial Planner

      Certified Financial Planner Board of Standards, Inc
      Nov 2015
      View certificate certificate
    • ChFC® Chartered Financial Consultant

      The American College of Financial Services
      View certificate certificate
    • CLU® Chartered Life Underwrited

      The American College of Financial Services
      View certificate certificate