Alison Brooks

Founder at

Brandywine Oak Private Wealth LLC

Finance

Profile

Ms. Alison Dorsman is a Co-Founder & Co-Chief Executive Officer at Brandywine Oak Private Wealth LLC.
She is a proven leader with more than fifteen years of experience in providing financial advice and guidance to highly successful wealthy families.
She served as an Investment Analyst on the wealth advisory team of Henley, Maconi, McGuire, Jackson & Associates at Merrill Lynch, which she had joined in 2005.
She holds the CERTIFIED FINANCIAL PLANNERTM certification and the Chartered Retirement Planning CounselorSM designation.

Alison Brooks active positions

Companies	Position	Start
Brandywine Oak Private Wealth LLC Brandywine Oak Private Wealth LLC Investment ManagersFinance Brandywine Oak employs a goal-oriented family financial wealth plan which serves as the blueprint for the investment portfolio recommendations made to clients. The firm believes that all successful investing is goal-focused and planning-driven, while all unsuccessful investing is market-focused and timing-driven. They focus on responsibly managing a family's wealth in low-cost asset allocation strategies with a significant emphasis on ongoing tax minimization and risk management.	Founder	02/08/2018

All active positions of Alison Brooks

Former positions of Alison Brooks

Companies	Position	End
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	01/07/2018

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Linked companies

Private companies	2
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Brandywine Oak Private Wealth LLC Brandywine Oak Private Wealth LLC Investment ManagersFinance Brandywine Oak employs a goal-oriented family financial wealth plan which serves as the blueprint for the investment portfolio recommendations made to clients. The firm believes that all successful investing is goal-focused and planning-driven, while all unsuccessful investing is market-focused and timing-driven. They focus on responsibly managing a family's wealth in low-cost asset allocation strategies with a significant emphasis on ongoing tax minimization and risk management.	Finance

Private companies

Finance

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