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 is a member of the Silicon Valley Chapter of the Financial Planning Association.

 

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 running, skiing, and spending time on the coast. She is also an active member of the San Jose Alumnae Club of Pi Beta Phi.