We believe prosperity grows from the balance of financial achievement and personal well-being. H&W Advisors was founded on the understanding that wealth alone is not enough; it must work in harmony with health, energy, and purpose.
Brooks M. Wallington is the Chief Investment Strategist and began a financial planning practice in 2004. He is a graduate of the University of Phoenix, Bachelor of Science (B.S), Business Administration and Management.
Throughout his career Brooks has been a member of the CFA Society Tampa Bay and Financial Planning Association of Tampa Bay. He currently holds the Series 6, 7, 63, 66 Registrations with LPL Financial, as well as State of Florida insurance licenses. Securities and Investment advice offered through LPL Financial, Member FINRA/SIPC.
As a responsible and active member of the community, he is involved in the St. Petersburg Chamber of Commerce, former Executive Committee chair for St Pete Young Professionals, and current board member of Board of Governors . He formally served on the board for Great Explorations Children’s Museum and their finance commitee. Brooks is committed to building long-term relationships with his clients and helping them manage their goals is his number one priority. Drawing on his knowledge, know-how, experience, and comprehensive planning tools, he strives to help build financial freedom for his clients.
Outside of work, Brooks’ focuses his time on his two children Kate and Parker, where they currently reside in St Petersburg.
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