![Alison Brooks](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
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.
Actieve functies van Alison Brooks
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Oprichter | 02-08-2018 |
Eerdere bekende functies van Alison Brooks
| Bedrijven | Functie | Einde |
|---|---|---|
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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| Bedrijven in privébezit | 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 |
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