Meet Brooks
Brooks is a Wealth Advisor based in Woodbridge, Connecticut. He joined Mercer Advisors in 2026 after serving as Investment Counselor at Fisher Investments. Brooks is motivated by helping people achieve their lifelong goals and guiding them every step of the way. His passion for finance was sparked by his uncle, who spent many years working on Wall Street and inspired him to pursue a career in the industry. He earned a B.S. degree in management and a B.S. degree in marketing from the University of Maine.
Brooks’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Brooks has focused experience in these areas:
- Guiding clients through living in retirement with steady income and smart planning
- Helping new families shift financial priorities while building a strong foundation for the future
- Complexities of inherited wealth, from taxes to legacy
- Planning for retirement, from high-earning years to long-term income strategies
- Relocating in retirement with a clear financial strategy
His working style
Brooks is known for his curiosity about his clients, and he uses that understanding to tailor his advice to their needs. He enjoys breaking down complex topics into straightforward, easy-to-understand language and building personal relationships that foster long-term trust. For clients who value collaboration, Brooks is a natural fit.
Brooks in real life
What keeps you busy outside of work?
I enjoy fishing, traveling, and spending time with my family. I also like hockey and golf.
Any words you try to live by?
“Enjoy the little things in life, for one day you may look back and realize they were the big things.” — Robert Brault
What’s one thing you are surprisingly good at?
Saltwater fly fishing.
Brooks’s snapshots
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