Marc Brooks, Mba, Cfp®
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Marc Brooks, Mba, Cfp® Email & Phone Number

Senior Wealth Advisor at Mission Wealth at Mission Wealth
Location: Atlanta, Georgia, United States 6 work roles 3 schools
1 work email found @churchillmanagement.com 2 phones found area 513 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email m****@churchillmanagement.com
Direct phone (513) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Mission Wealth
Role
Senior Wealth Advisor at Mission Wealth
Location
Atlanta, Georgia, United States
Company size
53 employees

Who is Marc Brooks, Mba, Cfp®? Overview

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Quick answer

Marc Brooks, Mba, Cfp® is listed as Senior Wealth Advisor at Mission Wealth at Mission Wealth, a company with 53 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at churchillmanagement.com, phone signal with area code 513, and a matched LinkedIn profile for Marc Brooks, Mba, Cfp®.

Marc Brooks, Mba, Cfp® previously worked as Senior Wealth Advisor at Mission Wealth and Vice President at Churchill Management Group. Marc Brooks, Mba, Cfp® holds Master Of Business Administration (Mba) from Indiana University - Kelley School Of Business.

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Email format at Mission Wealth

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*@churchillmanagement.com
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AeroLeads found 1 current-domain work email signal for Marc Brooks, Mba, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Marc Brooks, Mba, Cfp®

As a goal-focused leader, I have experience in optimizing business processes, fostering strategic initiatives, and delivering results that exceed expectations. My career has been marked by a relentless pursuit of excellence, demonstrated through my proven ability to build and maintain strong relationships with key clients, partners, and stakeholders, resulting in long-term business partnerships and increased customer loyalty.My strategic foresight enables me to identify market trends, capitalize on opportunities, and navigate challenges, ensuring sustained revenue growth. Recognized for my forward-thinking approach, I have been a driving force in cultivating cross-functional collaboration. My track record reflects an ability to excel in developing innovative business development strategies that consistently exceed targets.My versatile expertise lies in mentoring high-performing teams, fostering a culture of excellence, and exceeding sales goals. I hold a proven record of leading 3 Client Service Vice Presidents and a Senior Relationship Associate, managing 300+ clients and $350M+ in assets while growing the book of business by $50m per year which generated +$3.5M in annual revenue.A few of my career highlights include:• Instrumental in increasing assets under management (AUM) from $3.5B to $8B while expanding the client base from 3000 to 6500 at Churchill Management Group.• Played an integral role in surpassing the industry standard close rate of 35% for new opportunities and consistently generating 15+ Wealth Advisory Services Leads monthly through Fidelity and various other distribution channels.• Served as a Wealth Management Advisor to cultivate and oversee a portfolio of clients with assets amounting to several hundred million dollars.• Provided clients with value and excellence to optimize operational efficiency while managing multiple resources."Remind yourself that your task is to be a good human being; remind yourself what nature demands of people. Then do it, without hesitation, and speak the truth as you see it. But with kindness. With humility. Without hypocrisy.” Marcus Aurelius

Listed skills include Investments, Wealth Management, Portfolio Management, Financial Services, and 15 others.

Current workplace

Marc Brooks, Mba, Cfp®'s current company

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Mission Wealth
Mission Wealth
Senior Wealth Advisor at Mission Wealth
santa barbara, california, united states
Website
missionwealth.com
Employees
53
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Company profile
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6 roles · 18 years

Marc Brooks, Mba, Cfp® work experience

A career timeline built from the work history available for this profile.

Vice President

Churchill Management Group

Atlanta, Georgia

  • Expanded the territory, covering the Southeastern United States, including Georgia, North Florida, Alabama, Tennessee, North Carolina, South Carolina, and Kentucky. Focused on client relationship-building and revenue.
  • Nurtured relationships with major custodians, such as TD Ameritrade, Charles Schwab, and Fidelity Investments to position the company among registered investment advisors while collaborating with 25+ branches.
  • Maintained an average client retention rate of 96% and generated additional opportunities through lead generation from various online platforms, including LinkedIn, Facebook, and Google.
Aug 2015 - Sep 2023

Wealth Management Advisor

Tiaa-Cref

Indianapolis, Indiana Area

  • Focused on retirement planning, asset management, legacy planning, tax-efficient income planning, and incapacity planning. Encouraged clients to retain assets with TIAA CREF post-retirement by facilitating asset.
  • Engaged with highly intelligent and accomplished clients, such as world-renowned doctors and professors to gain clients' trust in wealth management expertise.
  • Specialized in wealth management for clients holding 403B retirement plans through diverse institutions.
2012 - 2015 ~3 yrs

Major Accounts Retirement Services District Manager

Adp

Oregon & Northern California

  • Acquired and surpassed the target of onboarding 10 new 401(k) plans annually. Assisted clients and employees in the enrollment process for 401(k) plans, ensuring accurate and timely setup of accounts. Verified plans in.
  • Provided exceptional customer service to clients, offering guidance related to 401(k) retirement plans, including plan details, contributions, and investment options.
  • Organized educational seminars and workshops to promote financial literacy among 401(k) participants by 75%.
2010 - 2012 ~2 yrs

Investment Counselor | Account Executive

Fisher Investments

Vancouver, Washington

2008 - 2010 ~2 yrs
Team & coworkers

Colleagues at Mission Wealth

Other employees you can reach at missionwealth.com. View company contacts for 53 employees →

MD Martin Daniel Mercado Martin Daniel Mercado Colleague at Mission Wealth San Francisco, California, United States, United States View → AC Abby Chajon Abby Chajon Colleague at Mission Wealth Las Vegas, Nevada, United States, United States View → GP Gregory Prince, Cfa, Cfp® Gregory Prince, Cfa, Cfp® Colleague at Mission Wealth Santa Barbara, California, United States, United States View → CC Cole Clifford Cole Clifford Colleague at Mission Wealth Carlsbad, California, United States, United States View → KO Kieran Osborne, Cfa Kieran Osborne, Cfa Colleague at Mission Wealth Santa Barbara, California, United States, United States View → TK Tina Kunze Tina Kunze Colleague at Mission Wealth Gilbert, Arizona, United States, United States View → PA Peter Ahrens, Cfp®, Abfp® Peter Ahrens, Cfp®, Abfp® Colleague at Mission Wealth Loveland, Colorado, United States, United States View → KK Keaton Krutenat, Msfp Keaton Krutenat, Msfp Colleague at Mission Wealth Santa Barbara, California, United States, United States View → DS Dannell Stuart Dannell Stuart Colleague at Mission Wealth Santa Barbara, California, United States, United States View → GA G. Andrew Conway G. Andrew Conway Colleague at Mission Wealth Needham, Massachusetts, United States, United States View →
3 education records

Marc Brooks, Mba, Cfp® education

FAQ

Frequently asked questions about Marc Brooks, Mba, Cfp®

Quick answers generated from the profile data available on this page.

What company does Marc Brooks, Mba, Cfp® work for?

Marc Brooks, Mba, Cfp® works for Mission Wealth.

What is Marc Brooks, Mba, Cfp®'s role at Mission Wealth?

Marc Brooks, Mba, Cfp® is listed as Senior Wealth Advisor at Mission Wealth at Mission Wealth.

What is Marc Brooks, Mba, Cfp®'s email address?

AeroLeads has found 1 work email signal at @churchillmanagement.com for Marc Brooks, Mba, Cfp® at Mission Wealth.

What is Marc Brooks, Mba, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 513 for Marc Brooks, Mba, Cfp® at Mission Wealth.

Where is Marc Brooks, Mba, Cfp® based?

Marc Brooks, Mba, Cfp® is based in Atlanta, Georgia, United States while working with Mission Wealth.

What companies has Marc Brooks, Mba, Cfp® worked for?

Marc Brooks, Mba, Cfp® has worked for Mission Wealth, Churchill Management Group, Tiaa-Cref, Adp, and Fisher Investments.

Who are Marc Brooks, Mba, Cfp®'s colleagues at Mission Wealth?

Marc Brooks, Mba, Cfp®'s colleagues at Mission Wealth include Martin Daniel Mercado, Abby Chajon, Gregory Prince, Cfa, Cfp®, Cole Clifford, and Kieran Osborne, Cfa.

How can I contact Marc Brooks, Mba, Cfp®?

You can use AeroLeads to view verified contact signals for Marc Brooks, Mba, Cfp® at Mission Wealth, including work email, phone, and LinkedIn data when available.

What schools did Marc Brooks, Mba, Cfp® attend?

Marc Brooks, Mba, Cfp® holds Master Of Business Administration (Mba) from Indiana University - Kelley School Of Business.

What skills is Marc Brooks, Mba, Cfp® known for?

Marc Brooks, Mba, Cfp® is listed with skills including Investments, Wealth Management, Portfolio Management, Financial Services, Mutual Funds, Finance, Strategy, and Relationship Management.

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