Lonnie Brooks

Lonnie Brooks Email and Phone Number

Lonnie Brooks helps high net worth individuals accumulate, maintain and pass on wealth. @ Disciplined Equity Management
birmingham, alabama, united states
Lonnie Brooks's Location
Neptune Beach, Florida, United States, United States
Lonnie Brooks's Contact Details

Lonnie Brooks personal email

n/a

Lonnie Brooks phone numbers

About Lonnie Brooks

Lonnie Brooks is a Fee Only Financial Planner, Estate Planner and Life Insurance Consultant for Disciplined Equity Management, Inc.Disciplined Equity Management helps high net worth individuals accumulate, maintain and pass on wealth. We are fiduciaries and are required by law to put your interests first. We are paid fees by our clients and accept no commissions or other incentives that create conflicts of interest. You will enjoy the confidence that stems from our conflict-free advice, intelligent planning, disciplined approach, customized portfolios, broad diversification, low costs, tax-efficiency, institutional quality investment vehicles, and unwavering commitment to achieving your goals.Our practice is client centered. The accumulation and maintenance of wealth requires more than a financial plan and disciplined investment management. We coordinate our work with your CPA, attorney and other advisors. We use teamwork, education, experience, and state-of-the-art tools to help you make sound financial decisions.

Lonnie Brooks's Current Company Details
Disciplined Equity Management

Disciplined Equity Management

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Lonnie Brooks helps high net worth individuals accumulate, maintain and pass on wealth.
birmingham, alabama, united states
Website:
demgt.com
Employees:
6
Lonnie Brooks Work Experience Details
  • Disciplined Equity Management
    Financial Planner
    Disciplined Equity Management Jan 2016 - Present
    Nepture Beach,Florida
    Fee Only Financial Planner, Estate Planner, Life Insurance Consultant
    View
  • Financial Design Associates
    Financial Planner
    Financial Design Associates Dec 2004 - Nov 2015
    Jacksonville, Fl
    Financial Planning firm in Jacksonville, FL
  • Spectrum Strategies
    Director Of Financial Planning
    Spectrum Strategies Nov 1993 - Dec 2003
    Financial Planning Firm in Dallas, Texas
  • The New England
    General Agent
    The New England Jul 1987 - Oct 1993
    Dallas
  • Cigna
    Regional Vice President
    Cigna Apr 1972 - Jun 1987
    Dallas

Lonnie Brooks Skills

Strategic Financial Planning Retirement Investments Financial Advisory Life Insurance Consulting Financial Services Financial Planning Securities Finance Training Employee Benefits Financial Analysis Wealth Management Customer Service

Lonnie Brooks Education Details

Frequently Asked Questions about Lonnie Brooks

What company does Lonnie Brooks work for?

Lonnie Brooks works for Disciplined Equity Management

What is Lonnie Brooks's role at the current company?

Lonnie Brooks's current role is Lonnie Brooks helps high net worth individuals accumulate, maintain and pass on wealth..

What is Lonnie Brooks's email address?

Lonnie Brooks's email address is lb****@****vcs.com

What is Lonnie Brooks's direct phone number?

Lonnie Brooks's direct phone number is +120587*****

What schools did Lonnie Brooks attend?

Lonnie Brooks attended Virginia Tech.

What skills is Lonnie Brooks known for?

Lonnie Brooks has skills like Strategic Financial Planning, Retirement, Investments, Financial Advisory, Life Insurance Consulting, Financial Services, Financial Planning, Securities, Finance, Training, Employee Benefits, Financial Analysis.

Who are Lonnie Brooks's colleagues?

Lonnie Brooks's colleagues are Jessica Shores, Sarah Callaway, Mba.

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