Dylan Brooks, CFP®
Dylan is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. He is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. Beginning with a college internship at Morgan Stanley, he has spent his entire professional career in the financial services industry and joined Beacon Pointe in 2017. Dylan earned his BA in Economics from Dartmouth College and is a Certified Financial Planner (CFP®). During his time at Dartmouth, he was a member of the alpine ski team where he competed in NCAA Championships and earned All-American honors. Dylan is originally from Mammoth Lakes, CA and outside of the office enjoys skiing, surfing, traveling, and spending time with family and friends.