Our Qualifications

Brooke W. Haskins, CFP® (brooke.haskins@securitiesamerica.com)

Brooke Haskins is a CERTIFIED FINANCIAL PLANNER™ practitioner and an Investment Advisor Representative with Securities America Advisors, Inc.; an SEC Registered Investment Advisory Firm.

Brooke began her investment career on Wall Street, working in equity research for Morgan Stanley Dean Witter & Co. (1997-2000). She continued her work in equity research at Banc of America Securities LLC (2000-2003), and UBS Investment Bank (2003-2007). In 2007, Brooke joined Securities America, Inc. as a Registered Representative.

Brooke graduated in 1994 with honors from the University of California, San Diego with a Bachelor of Arts in Economics. She obtained her CFP® certification in 2009.

Brooke believes the keys to a successful client-advisor relationship are integrity, professionalism, and a clear understanding of financial fundamentals. Her experience on Wall Street has given Brooke a unique perspective of industry trends and market dynamics.

In her spare time, Brooke enjoys hiking, skiing, and spending time with her family.