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David Brooke

More than 20 years of experience

As a Knoxville native, David grew up with a love for East Tennessee.  He graduated from the University of Tennessee in 1991 with a B.A. in Political Science.  After serving in the United States Marine Corps and briefly working in the real estate auction business, he decided to "strike out on his own."  He was naturally drawn to the entrepreneurial aspect of financial planning.  David joined the firm in 1996 and became a partner in 2001.

David is a licensed Life/ Health agent in Tennessee, and is an Investment Advisor Representative with Series 6, 63, & 65 Securities Licenses.  He is currently registered to sell securities and provide investment advisory services in Tennessee through Woodbury Financial Services.

His passion is helping clients be educated on their group benefits and ensuring a cohesive strategy for their investments and retirement planning.  His greatest joy is ensuring confidence in his clients' risk-management programs and investment portfolios.

David is currently serving as co-chairman of Childhelp, a non-profit organization that helps abused and neglected children of East Tennessee find advocacy and foster care.  David also serves as a discussion leader with Bible Study Fellowship, an inter-denominational bible teaching ministry designed to train and equip Christian believers to serve in the cause of Jesus Christ.

David and his wife Camille have been married for over 20 years.  They have two sons, Owen and Lewis.  They worship at Central Baptist Church of Bearden.

Check the background of this investment professional on FINRA's BrokerCheck.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck