Learn About Brooke Bees
Professional Background
Brooke graduated from Pennsylvania State University with a dual degree in International Business and Management. She has been a Financial Advisor since graduating in 1998, except for a brief time helping out the family business between 2005 and 2008. Brooke has worked for both large and small companies throughout her career, all with the same focus of being client centric and ensuring that their financial goals always come first.
Personal Pursuits
Brooke is an avid equestrian and has been riding and competing at the national level since a teen. She is also a passionate soccer and basketball mom - you can find her most weekends on a sideline routing on her son (13 years old) and his teammates. Brooke was raised and currently resides in the Philadelphia suburbs and enjoys travelling when possible.
Community Impact
As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.