Buckhead Investment Partners has named Michael Brocker as a personal wealth advisor and financial planner. Previously, Brocker worked at SunTrust Bank affiliate GenSpring Family Offices where he served as a vice president and family wealth advisor.
ATLANTA, July 8, 2015 /PRNewswire/ — Buckhead Investment Partners (BIP) announced today that Michael Brocker has joined the firm as a Personal Wealth Advisor and Financial Planner. He is responsible for meeting the wealth management needs of affluent individuals as well as developing clientele for the firm.
Prior to joining BIP, Michael was a Vice President and Family Wealth Advisor with GenSpring Family Offices, an affiliate of SunTrust Bank. He spent 8 years at GenSpring, working closely with wealthy families delivering a wide range of services that include financial planning, tax and estate planning, insurance reviews, trust administration, and philanthropic endeavors. Michael earned a B.S. degree in Financial Planning from the University of Georgia. He is also a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association.
Michael resides in Smyrna with his wife and one-year-old daughter.
About Buckhead Investment Partners
Many firms say they can manage your wealth. Few can create it. At Buckhead Investment Partners, we do both.
While other firms focus on selling, we’re relentlessly focused on the science of investing. We are a Wealth Creation Engine – propelled by a unique blend of science-based investment methodologies, a focus on technology innovation, and a deep commitment to openness and transparency. The BIP Wealth Creation Engine delivers smarter, more insightful strategies for the complex needs of our clients, and a more engaging, dynamic and rewarding client experience overall.
At Buckhead Investment Partners, we believe performance matters. We believe in diligence, hard work and that every idea should drive better results. We believe personal relationships are vital to success – that’s why we listen, collaborate, and build solutions together. From wealth management to tax planning to private equities, we design every strategy to go beyond what’s expected. We’ve built the Southeast’s leading private equity practice, offering our clients direct, unparalleled access to the innovation community and the opportunity to be part of something even bigger than returns.
Wealth has the power to do great things. That’s why we’re constantly working, consistently innovating to make your money go further. We are not your typical wealth management firm. We are driven towards excellence. We are Engineered to Perform.