Brooke Eugene Vinson is an experienced financial advisor and income specialist. Throughout his career, Brooke Eugene Vinson has been involved in creating strategic plans to facilitate business growth.

At Well Fargo Investment, Brooke Eugene Vinson built the first full-time investment program for three local banks in southwest Colorado. Managing assets that grew to $130 million, he demonstrated his ability to balance retail and institutional responsibilities. He advised on complex financial matters, such as liquidating 650,000 shares of publicly traded stock in accordance with insider trading regulations for a CEIO, and managed corporate retirement plans, including 401(k) administration for 2 publicly traded companies.

Later in his career, he specialized in fixed income. He became a senior fixed-income specialist at TD Ameritrade and used various fixed-income solutions tailored to each client’s goals and risk tolerance. His leadership extended beyond client service to mentoring junior staff, developing internal marketing strategies, and creating training materials.

Mr. Vinson is a member of the U.S. Tennis Association and enjoys playing tennis, skiing, and travel photography. He has traveled to the Hawaiian Islands, Singapore, Hong Kong, Mexico, Paris, Rome, London, Monte Carlo, and Cuba.

Brooke Eugene Vinson