Brooke Levey CFP® | Planning Advisor, Director Client Services

Brooke Levey

Brooke works closely with clients to ensure they receive quality account servicing and personal attention, which may range from financial modeling and portfolio re-balancing, to cash distributions and tax planning services. Brooke is responsible for managing client account operations and transactions, while monitoring financial performance and long-term objectives.

Prior to joining Hightower, Brooke was a Financial Planning Associate at Morgan Stanley, where she managed client operations, assisted in the preparation of account analysis and recommendations and served as the primary contact for client inquiries and queries. Brooke began her career in finance at State Street as a Fund Accountant for three large mutual funds.

Brooke graduated from the Isenberg School of Management at University of Massachusetts, Amherst with a BS in Managerial Resource Economics. She is a Registered Rep with Series 7 and 66, as well as earned her CERTIFIED FINANCIAL PLANNER™ designation.

Brooke serves as a member of the Hightower Field Professionals Council,
enjoys skiing, boxing and tennis.
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