Philip Brooks

Financial Advisor

With more than 30 years of experience in the financial services industry, Philip Brooks advises clients on a broad range of planning and investment strategies. As a Sr. Investment Advisor, he focuses on investments thataddress each client’s specific goals. He uses the combination of Fundamental Analysis (what to buy) and Technical Analysis (when to buy). His methodology is based on the basic economic principal of supply and demand. Using relative strength models enables his clients to be positioned properly in various market conditions.

Before joining Raymond James in 2007, he worked at RBC Dain Rauscher for nearly 17 years, Smith Barney for two years, and Merrill Lynch for 13 years. He has achieved several recognition clubs during his career. Phil currently holds Series 3, 5, 7, 8, 63 and 65 licenses as well as his insurance and health license. In addition, he is an Accredited Asset Management Specialist (AAMS®) and Accredited Investment Fiduciary.

Phil graduated from Southern Arkansas University (SAU) with a B.B.A in Management and Economics in May 1974. He graduated from Robert E Lee High School in Tyler, Texas in May 1970.

Phil and his wife, Jean, have lived in Plano, Texas since 2001. He enjoys golf and has served on the SAU Foundation Board since 2008. While on the board, he served six years as Chairman of the Finance Committee and one year as President.

15455 Dallas Pkwy Ste 1080-B
Addison, TX 75001
469-965-4005 Direct
877-356-2296 Toll Free
877-407-3598 Fax
phil@xowealth.com


Raymond James is not affiliated with the above organizations and/or charitable causes.