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> About Scott Brooks


Scott Brooks has spent nine years in the financial industry working as a financial advisor. During that time he worked for a bank broker-dealer, Edward Jones, and spent 4.5 years in a proactive capacity at Fidelity Investments where he specialized in the rollover market for Fortune 1000 employers.

After working with advisors he quickly realized there was a need for someone to train advisors on what they need to know succeed in the rollover marketplace. He has made it his mission to level the playing field between the no-load recordkeepers and others in the financial industry.

During Scott’s career he has worked with over 4000 job changers & retirees touching nearly a billion dollars in rollover transactions. Having worked on both sides of the rollover fence, Scott is uniquely positioned to help advisors increase their rollover business.

Scott attended the University Of Texas @ Austin where he studied finance. He holds an MBA from the University Of Dallas where he specialized in financial services. Scott successfully completed the   CERTIFIED FINANCIAL PLANNER™ program in 2005.