Bethlyn Brookes

Bethlyn Brookes: Email & Phone Number

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Financial Planning Counselor at Fisher Investments|Greater Tampa Bay Area, United States

Position:

Financial Planning Counselor at Fisher Investments

Location:

Greater Tampa Bay Area, United States

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Last updated: 2026-07-07
Updated: 2026-07-07

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b************s@gmail.com

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Work Experience 27 years

Financial Planning Counselor at Fisher Investments

May 2024 - Current

Founder at The Brook, Inc.

Oct 2022 - Current

Lead Financial Planner at Facet

Mar 2020 - Oct 2022

Financial Planner, Senior at EY

Mar 2010 - Feb 2020

Vice President, Senior Financial Analyst at Bank of America

Jan 1999 - Jul 2009

Bethlyn Brookes started working in 1999, then the employee has changed 4 companies and 4 jobs. On average, Bethlyn Brookes works for one company for 5 years 9 months.

Their professional focus is 401(k) Retirement Savings Plans, Accounting, and Attention to Detail across 3 core areas.

Bethlyn holds Intuit Tax Level 1 Badge, Intuit Tax Preparation Badge, and Series 65 certifications.

Education

Bachelor of Science (BS) at University of North Carolina at Charlotte - Belk College of Business

Certificate in Financial Planning at New York University

University of the Virgin Islands

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