Banner Investment Services - Brooks McCartney
A former Olympic-level swimmer, Brooks brings an athlete’s drive and enthusiasm to his role as a financial advisor. With 30 years in the financial services industry, he enjoys educating new and experienced investors alike, helping people understand and navigate the multifaceted, ever-changing world of investing.
Brooks has a bachelor’s degree, and has served as a director at investment firms. When he’s not studying the industry or assisting clients, Brooks recharges by swimming, hiking, bicycling, fishing, and—his personal favorite—relaxing with family and friends.
A customized approach
Just as individuals and businesses play a role in society, Brooks believes the diverse components of an investment portfolio must contribute to the full investment picture. He recognizes the need for income never ends, regardless of the economy or an individual’s stage of life. With that in mind, he’ll work with you to develop a strategy suited to your short- and long-term goals.
A qualified advisorCertifications: FINRA Series 7 and 66, registered through LPL Financial
Insurance Licenses: Health, life, disability and long-term care
Areas of focus:
Families and individuals
- Wealth management
- Retirement planning
- Insurance planning
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA | SIPC). Insurance products are offered through LPL or its licensed affiliates. Banner Bank and Banner Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Banner Investment Services, and may also be employees of Banner Bank.These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Banner Bank or Banner Investment Services. Securities and insurance products offered through LPL or its affiliates are: