Brooke A. Bees, CFP®, CTFA

Brooke Bees is an Advisor at West Capital Management. Brooke has been providing financial advice to the owners of closely held businesses and high net worth individuals since 1999. Prior to joining West Capital Management, Brooke was a Client Advisor and Branch Manager at Mercer Advisors where she was responsible for introducing new and prospective clients to Mercer, managing client relationships, as well as overseeing the design and implementation of her client’s financial plans. Brooke graduated from Pennsylvania State University with a dual degree in International Business and Management. She has been awarded the Certified Financial Planner™ designation and is also a Certified Trust Financial Advisor.

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