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Brooks Allen

Client Service Specialist

Brooks began his career in financial services in 2018. Prior to joining Mercer Advisors, he worked as an intern for Mission Wealth while obtaining his degree in Economics & Accounting from the University of California, Santa Barbara. After graduating, Brooks held a financial representative position at Fidelity Investments, where he specialized in client service, operations, and trading. In his free time, Brooks enjoys playing basketball, fitness, and spending time with family and friends. He holds the FINRA Series 65 License.

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