Your Relationship Manager (RM) serves as the point person for your relationship with Cleary Gull. RMs are responsible for the on-going monitoring and discussion of your financial goals and are available to help with all of your planning needs.
Robert A. Brooks, CFP® - Vice President, Relationship Manager Telephone: 414.291.4507/877.747.1133
Prior to joining Cleary Gull, Mr. Brooks attained 13 years of investment experience while managing client relationships in the greater Milwaukee area at Kemper Securities, Northwestern Mutual and Strong Investments. More recently, he worked for Vision Investment Services, Inc. in Rosemont Illinois as Assistant Vice President, focusing on Business Development and Account Management for the firm's existing bank clients.
Mr. Brooks earned his Masters of Business Administration and Bachelors of Business Administration in Finance from the University of Wisconsin-Milwaukee and holds the Certified Financial Planner™designation.