Brooks Wall, CFP®, APMA®, CKA®

Brooks Wall, CFP®, APMA®, CKA®

Brooks Wall joined Waverly Advisors in April 2026 after TruWealth Advisors was acquired by Waverly Advisors, LLC. As Partner and Wealth Advisor, Brooks brings more than 10 years of experience in Investment Management, Retirement Planning, Estate Review, and building generational wealth for the people he serves. Brooks finds great fulfillment in assisting his clients with developing their financial and estate planning goals and working alongside them to achieve their objectives.

Brooks began his investment career after discovering his passion for financial planning while working with college students to address debt and develop a strong financial foundation for their future.

Education

  • Mississippi State University, B.A.

Ask Me About:

  • How much is enough
  • Stewardship & Generational Wealth Planning
  • How a Foreign Language major ended up in finance
  • How to succeed as a “girl dad”
Top