Brooks Morgan, CFP®

Brooks is a Partner, Senior Wealth Advisor based in the Beacon Pointe Austin, TX office. He works closely with clients to simplify the complexities of financial planning and keep them informed about investment strategies that support effective, long-term wealth management. Prior to joining Beacon Pointe through the 2026 acquisition of WorthPointe, Brooks served as a Partner, Portfolio Manager, and Lead Advisor, where he guided clients through the financial planning and investment management process. Brooks joined WorthPointe in 2011 as an intern and was promoted to Compliance Officer and Director of Advisor Support before settling into his role as partner and lead advisor. Brooks is a CERTIFIED FINANCIAL PLANNER® professional and a graduate of the McCombs School of Business at the University of Texas at Austin.

An Albuquerque, New Mexico, native, Brooks is committed to serving the Austin community. He has served on the Board of Directors of the Financial Planning Association of Austin, volunteered as a tax preparer for low-income households through Foundation Communities, and spearheaded WorthPointe’s volunteer efforts with Ronald McDonald House Charities in Austin. Brooks and his wife, Addie, have three children. On the rare

occasion there isn’t a school event, practice, birthday party, or church event to attend, Brooks enjoys cooking

for family and friends, date nights with his wife, and the occasional round of golf.